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Trust For Professional Man shares owned by United Advisor Group

Quarter-by-quarter ownership of Trust For Professional Man (JGRW) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 9.8k 27.29
2025-06-30 $261k 9.8k 26.51
2025-03-31 $254k 10k 25.48

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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