Prepared Retirement Institute »

Trust For Professional Man shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of Trust For Professional Man (SPC) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trust For Professional Man by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 150k 21.68
2025-06-30 $5.4M 252k 21.43
2025-03-31 $7.1M 340k 20.96

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

Top funds holding Trust For Professional Man

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

View all funds holding Trust For Professional Man