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Trust For Professional Man shares owned by Great Valley Advisor Group

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

Historical chart of Great Valley 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 Great Valley 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 51k 21.69
2025-06-30 $1.2M 54k 21.44
2025-03-31 $677k 32k 20.97

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View all positions for Great Valley Advisor Group

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