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APIEAPIE
3 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in TRUST FOR PROFESSIONAL MANAG

Yes. Newedge Group holds 16,060 shares of APIE (Trust for Professional Manag), worth $622,486, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Newedge Group has held APIE since Q4 2025, across 3 quarterly 13F filings.

Current Value

$622,486

Current Shares

16,060

Total Value Change

+$52,195

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
16,060
0.0%
$622,4860.0%$38.76
0
2026-Q1
Unchanged
16,060
0.0%
$566,1150.0%$36.84
0
2025-Q4
New
16,060
-
$570,2910.0%$35.74
34

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

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