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Trust For Professional Man shares owned by Legacy Advisors

Quarter-by-quarter ownership of Trust For Professional Man (JGRW) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $43M 1.7M 25.48
2024-12-31 $45M 1.7M 25.91
2024-09-30 $836k 32k 26.55

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Top funds holding Trust For Professional Man

SOL Capital Management
Bill Few Associates
DMKC Advisory Services
HighTower Advisors
Hamilton Point Investment Advisors
Snowden Capital Advisors
OneAscent Financial Services
Captrust Financial Advisors
Susquehanna International
Blake Schutter Theil Wealth Advisors
Wealth Enhancement Advisory Services
Atlantic Trust
Capital Investment Advisory Services
Lodestone Wealth Management
Advisor Group Holdings

View all funds holding Trust For Professional Man