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Trust For Professional Man shares owned by Balance Wealth

Quarter-by-quarter ownership of Trust For Professional Man (SPC) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Trust For Professional Man by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 84k 19.01
2025-09-30 $1.7M 78k 21.68
2025-06-30 $1.5M 71k 21.43
2025-03-31 $470k 22k 20.96

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
2023 Etf Series Trust Brandes Internat (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Balance Wealth

Top funds holding Trust For Professional Man

Prepared Retirement Institute
Susquehanna International
Balance Wealth
Great Valley Advisor Group
Westbourne Investment Advisors
Westmount Partners
Compass Ion Advisors
Financial Advisory Service
Advisor Group Holdings

View all funds holding Trust For Professional Man