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APIEAPIE
7 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in TRUST FOR PROFESSIONAL MANAG

ASSETMARK, INC holds 10,080 shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $390,701 as of 2026-Q2. The position was increased (+70.6% shares). APIE represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$390,701

Current Shares

10,080

Total Value Change

+$389,580

Total Shares Change

+10,040

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,080
+70.6%
$390,7010.0%$38.76
35
2026-Q1
Increased
5,907
+2525.3%
$208,2220.0%$36.84
37
2025-Q4
Unchanged
225
0.0%
$7,9900.0%$35.74
0
2025-Q3
Unchanged
225
0.0%
$7,9850.0%$34.12
0
2025-Q2
Increased
225
+15.4%
$7,4970.0%$31.92
13
2025-Q1
Increased
195
+387.5%
$5,8620.0%$29.16
17
2024-Q4
New
40
-
$1,1210.0%$27.08
17

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

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