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APIEAPIE
9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in TRUST FOR PROFESSIONAL MANAG

MORGAN STANLEY holds 4,239 shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $164,304 as of 2026-Q2. The position was increased (+45.5% shares).

Current Value

$164,304

Current Shares

4,239

Total Value Change

+$115,950

Total Shares Change

+2,540

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,239
+45.5%
$164,3040.0%$38.76
21
2026-Q1
Unchanged
2,914
0.0%
$102,7190.0%$36.84
0
2025-Q4
Unchanged
2,914
0.0%
$103,4760.0%$35.74
0
2025-Q3
Unchanged
2,914
0.0%
$103,4180.0%$34.12
0
2025-Q2
Decreased
2,914
-45.4%
$97,0940.0%$31.92
0
2025-Q1
Increased
5,341
+214.4%
$160,5500.0%$29.16
25
2024-Q4
Decreased
1,699
-53.9%
$47,6060.0%$27.08
0
2024-Q3
Increased
3,689
+117.1%
$113,4000.0%$29.23
24
2024-Q2
New
1,699
-
$48,3540.0%$26.86
31

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

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