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APIEAPIE
10 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in TRUST FOR PROFESSIONAL MANAG

LPL Financial LLC holds 1.1M shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $41.1M as of 2026-Q2. The position was increased (+5.9% shares). APIE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$41.1M

Current Shares

1.1M

Total Value Change

+$40.8M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+5.9%
$41.1M0.0%$38.76
31
2026-Q1
Decreased
1M
-10.4%
$35.3M0.0%$36.84
0
2025-Q4
Decreased
1.1M
-9.7%
$39.7M0.0%$35.74
0
2025-Q3
Decreased
1.2M
-5.9%
$43.9M0.0%$34.12
0
2025-Q2
Increased
1.3M
+183.5%
$43.8M0.0%$31.92
47
2025-Q1
Decreased
464,004
-1.9%
$13.9M0.0%$29.16
0
2024-Q4
Decreased
472,946
-3.4%
$13.3M0.0%$27.08
0
2024-Q3
Increased
489,563
+114.0%
$15M0.0%$29.23
45
2024-Q2
Increased
228,790
+1967.1%
$6.5M0.0%$26.86
44
2024-Q1
New
11,068
-
$313,1140.0%$26.70
32

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

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