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
-
+$87,723,052
-
Number of buys
-
5
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) had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,434,705 shares of stock of the company.
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 table shows 5 institutional shareholders of the security as of 30 Jun 2023.
| 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.