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Trust For Professional Man shares owned by Vivid Wealth Management

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Vivid Wealth Management from 13F filings

Historical chart of Vivid Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Vivid Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Vivid Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 6.2k 40.78

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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Value Etf (VTV)
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View all positions for Vivid Wealth Management

Top funds holding Trust For Professional Man

Envestnet Portfolio Solutions
Envestnet Asset Management
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
National Asset Management
Cetera Investment Advisers
Wiley Bros.-aintree Capital
Commonwealth Equity Services
Spire Wealth Management
Wedbush Morgan Securities
Mariner Wealth Advisors
Pensionmark Financial Group
Susquehanna International

View all funds holding Trust For Professional Man