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Trust For Professional Man shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 19k 27.29
2025-06-30 $497k 19k 26.51
2025-03-31 $496k 20k 25.48
2024-12-31 $556k 22k 25.91

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View all positions for Captrust Financial Advisors

Top funds holding Trust For Professional Man

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

View all funds holding Trust For Professional Man