Trust For Professional Man shares owned by LPL Financial
Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Trust For Professional Man
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All positions including Trust For Professional Man held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Trust For Professional Man by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $97M | 2.4M | 40.78 |
| 2025-06-30 | $88M | 2.3M | 37.60 |
| 2025-03-31 | $27M | 788k | 33.98 |
| 2024-12-31 | $30M | 835k | 35.76 |
| 2024-09-30 | $30M | 857k | 35.24 |
| 2024-06-30 | $14M | 412k | 33.34 |
| 2024-03-31 | $622k | 19k | 32.27 |