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APIEAPIE
7 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in TRUST FOR PROFESSIONAL MANAG

COMMONWEALTH EQUITY SERVICES, LLC holds 18,315 shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $709,870 as of 2026-Q2. The position was increased (+2.5% shares). APIE represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$709,870

Current Shares

18,315

Total Value Change

-$4.8M

Total Shares Change

-177,065

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,315
+2.5%
$709,8700.0%$38.76
25
2026-Q1
Increased
17,868
+4.3%
$629,8500.0%$36.84
26
2025-Q4
Decreased
17,129
-87.0%
$608,2400.0%$35.74
0
2025-Q3
Decreased
131,375
-14.9%
$4.7M0.0%$34.12
0
2025-Q2
Decreased
154,330
-16.9%
$5.1M0.0%$31.92
0
2025-Q1
Decreased
185,792
-4.9%
$5.6M0.0%$29.16
0
2024-Q4
New
195,380
-
$5.5M0.0%$27.08
37

Other major holders of APIE: Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC

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