TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

CUSIP: 89834G737

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / ACTIVEPASSIVE EQ
Total 13F shares
3,434,705
Share change
+3,434,705
Total reported value
$87,723,053
Price per share
$25.54
Number of holders
5
Value change
+$87,723,053
Number of buys
5

Quarterly Holders Quick Answers

What is CUSIP 89834G737?
CUSIP 89834G737 identifies APIE - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ in SEC institutional holdings data.

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Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q2 2023

As of 30 Jun 2023, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,434,705 shares. The largest 5 holders included ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., B. Riley Wealth Advisors, Inc., First Horizon Advisors, Inc., and UBS Group AG. This page lists 5 institutional shareholders reporting positions in this security for the Q2 2023 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.