Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ACTIVEPASSIVE US
-
Total 13F shares
-
20,559,922
-
Share change
-
+5,568,045
-
Total reported value
-
$663,212,899
-
Price per share
-
$32.27
-
Number of holders
-
17
-
Value change
-
+$180,549,175
-
Number of buys
-
13
-
Number of sells
-
5
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE) as of Q1 2024
As of 31 Mar 2024,
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,559,922 shares.
The largest 10 holders included
Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., MML INVESTORS SERVICES, LLC, LINCOLN NATIONAL CORP, PRINCIPAL SECURITIES, INC., OSAIC HOLDINGS, INC., B. Riley Wealth Advisors, Inc., Financial Sense Advisors, Inc., and LPL Financial LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.