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Trust For Professional Man shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9k 147 40.07

More positions owned by Golden State Equity Partners

Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding Trust For Professional Man

Envestnet Asset Management
Envestnet Portfolio Solutions
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
National Asset Management
Wiley Bros.-aintree Capital
Cetera Investment Advisers
Resolute Wealth Advisor
Spire Wealth Management
Farther Finance Advisors
Pensionmark Financial Group
Wedbush Morgan Securities
Cambridge Investment Research Advisors

View all funds holding Trust For Professional Man