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Trust For Professional Man shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $235k 11k 21.17
2023-09-30 $241k 11k 21.72
2023-06-30 $238k 20k 11.99

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View all positions for EP Wealth Advisors

Top funds holding Trust For Professional Man

Morton Capital Management
Ellsworth Advisors
Westbourne Investment Advisors
Compass Ion Advisors
Us Bancorp
EP Wealth Advisors
UBS Group
Bank of America Corporation
Signature

View all funds holding Trust For Professional Man