Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ACTIVEPASSIVE MN
-
Total 13F shares
-
5,723,815
-
Share change
-
+2,630,406
-
Total reported value
-
$140,863,089
-
Price per share
-
$24.61
-
Number of holders
-
15
-
Value change
-
+$64,732,424
-
Number of buys
-
15
-
Number of sells
-
1
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE MN (APMU) as of Q2 2024
As of 30 Jun 2024,
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE MN (APMU) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,723,815 shares.
The largest 10 holders included
Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., LPL Financial LLC, JANE STREET GROUP, LLC, B. Riley Wealth Advisors, Inc., PRINCIPAL SECURITIES, INC., MML INVESTORS SERVICES, LLC, OSAIC HOLDINGS, INC., and Financial Sense Advisors, Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 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.