Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ACTIVEPASSIVE EQ
-
Total 13F shares
-
26,125,913
-
Share change
-
+15,455,144
-
Total reported value
-
$743,547,223
-
Price per share
-
$28.46
-
Number of holders
-
24
-
Value change
-
+$439,882,061
-
Number of buys
-
23
-
Number of sells
-
3
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q2 2024
As of 30 Jun 2024,
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,125,913 shares.
The largest 10 holders included
Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., LPL Financial LLC, B. Riley Wealth Advisors, Inc., MML INVESTORS SERVICES, LLC, OSAIC HOLDINGS, INC., PRINCIPAL SECURITIES, INC., Pensionmark Financial Group, LLC, and Financial Sense Advisors, Inc..
This page lists
24
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.