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Trust For Professional Man shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Trust For Professional Man (SPC) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $358k 17k 21.40
2023-12-31 $329k 16k 21.17
2023-09-30 $340k 16k 21.72
2023-06-30 $356k 17k 21.40
2023-03-31 $317k 15k 21.04
2022-12-31 $312k 15k 20.68
2022-09-30 $256k 13k 20.52