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

LPL Financial LLC holds 430,092 shares of APMU (TRUST FOR PROFESSIONAL MANAG), worth $10.8M as of 2026-Q2. The position was decreased (-4.9% shares). APMU represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$10.8M

Current Shares

430,092

Total Value Change

+$9.6M

Total Shares Change

+382,930

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
430,092
-4.9%
$10.8M0.0%$24.93
0
2026-Q1
Increased
452,184
+3.3%
$11.3M0.0%$24.59
29
2025-Q4
Increased
437,552
+10.3%
$11M0.0%$24.70
31
2025-Q3
Increased
396,874
+8.2%
$10M0.0%$24.52
30
2025-Q2
Increased
366,731
+616.1%
$9.1M0.0%$24.02
45
2025-Q1
Increased
51,214
+24.3%
$1.3M0.0%$23.77
31
2024-Q4
Decreased
41,197
-12.7%
$1M0.0%$23.64
0
2024-Q3
Decreased
47,162
-34.2%
$1.2M0.0%$23.87
0

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

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