Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

APIEAPIE
12 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in TRUST FOR PROFESSIONAL MANAG

OSAIC HOLDINGS, INC. holds 214,856 shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $8.3M as of 2026-Q2. The position was decreased (-0.2% shares). APIE represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$8.3M

Current Shares

214,856

Total Value Change

+$8.3M

Total Shares Change

+213,586

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
214,856
-0.2%
$8.3M0.0%$38.76
0
2026-Q1
Decreased
215,217
-14.8%
$7.6M0.0%$36.84
0
2025-Q4
Decreased
252,582
-0.1%
$9M0.0%$35.74
0
2025-Q3
Decreased
252,869
-1.6%
$8.9M0.0%$34.12
0
2025-Q2
Increased
256,859
+908.1%
$8.6M0.0%$31.92
44
2025-Q1
Decreased
25,479
-78.0%
$766,0040.0%$29.16
0
2024-Q4
Decreased
116,009
-8.1%
$3.3M0.0%$27.08
0
2024-Q3
Increased
126,185
+10.4%
$3.9M0.0%$29.23
29
2024-Q2
Increased
114,325
+307.3%
$3.3M0.0%$26.86
43
2024-Q1
Increased
28,070
+32.2%
$794,1000.0%$26.70
32
2023-Q4
Increased
21,240
+1572.4%
$566,1520.0%$25.16
39
2023-Q3
New
1,270
-
$30,9410.0%$22.85
30

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used