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APUEAPUE
5 quarters

Position history for MFMerit Financial Group, LLC's holdings in TRUST FOR PROFESSIONAL MANAG

Merit Financial Group, LLC holds 12,658 shares of APUE (TRUST FOR PROFESSIONAL MANAG), worth $584,799 as of 2026-Q2. The position was decreased (-5.8% shares). APUE represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$584,799

Current Shares

12,658

Total Value Change

-$2M

Total Shares Change

-55,601

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12,658
-5.8%
$584,7990.0%$46.20
0
2026-Q1
Decreased
13,438
-14.5%
$538,5950.0%$41.75
0
2025-Q4
Decreased
15,719
-6.9%
$655,0100.0%$41.98
0
2025-Q3
Decreased
16,884
-75.3%
$688,5300.0%$40.30
0
2025-Q2
New
68,259
-
$2.6M0.0%$37.06
36

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

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