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APIEAPIE
7 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in TRUST FOR PROFESSIONAL MANAG

Allworth Financial LP holds 3,577 shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $138,645 as of 2026-Q2. The position was decreased (-26.1% shares). APIE represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$138,645

Current Shares

3,577

Total Value Change

-$314,560

Total Shares Change

-11,965

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,577
-26.1%
$138,6450.0%$38.76
0
2026-Q1
Decreased
4,838
-6.0%
$170,5400.0%$36.84
0
2025-Q4
Decreased
5,149
-29.7%
$182,8410.0%$35.74
0
2025-Q3
Decreased
7,324
-24.5%
$259,9290.0%$34.12
0
2025-Q2
Decreased
9,697
-17.4%
$323,1050.0%$31.92
0
2025-Q1
Decreased
11,735
-24.5%
$355,0910.0%$29.16
0
2024-Q4
New
15,542
-
$453,2050.0%$27.08
33

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

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