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APUEAPUE
7 quarters

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

Allworth Financial LP holds 11,499 shares of APUE (TRUST FOR PROFESSIONAL MANAG), worth $531,254 as of 2026-Q2. The position was decreased (-16.8% shares). APUE represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$531,254

Current Shares

11,499

Total Value Change

-$516,154

Total Shares Change

-16,733

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,499
-16.8%
$531,2540.0%$46.20
0
2026-Q1
Decreased
13,820
-4.4%
$553,9060.0%$41.75
0
2025-Q4
Decreased
14,460
-5.9%
$602,5490.0%$41.98
0
2025-Q3
Decreased
15,369
-21.5%
$626,7480.0%$40.30
0
2025-Q2
Decreased
19,568
-12.3%
$735,8360.0%$37.06
0
2025-Q1
Decreased
22,320
-20.9%
$743,2560.0%$33.52
0
2024-Q4
New
28,232
-
$1M0.0%$35.62
35

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

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