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APUEAPUE
7 quarters

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

ASSETMARK, INC holds 17,723 shares of APUE (TRUST FOR PROFESSIONAL MANAG), worth $818,803 as of 2026-Q2. The position was increased (+113.1% shares). APUE represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$818,803

Current Shares

17,723

Total Value Change

+$781,684

Total Shares Change

+16,685

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,723
+113.1%
$818,8030.0%$46.20
40
2026-Q1
Increased
8,318
+701.4%
$333,3850.0%$41.75
38
2025-Q4
Unchanged
1,038
0.0%
$43,2530.0%$41.98
0
2025-Q3
Decreased
1,038
-30.7%
$42,3300.0%$40.30
0
2025-Q2
Increased
1,498
+44.3%
$56,3310.0%$37.06
28
2025-Q1
Unchanged
1,038
0.0%
$35,2710.0%$33.52
0
2024-Q4
New
1,038
-
$37,1190.0%$35.62
28

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

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