TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

Historical Portfolio Holders from Q2 2023 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / ACTIVEPASSIVE EQ
Shares, excl. options Q1 2024
10.7 M
Holdings value Q1 2024
$302 M
Value change Q1 2024
+$81.6 M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
14
Number of buys Q1 2024
11
Number of sells Q1 2024
-3
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
CUSIP
89834G737
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 10.7 M $302 M +$81.6 M $28.29 14
2023 Q4 7.8 M $208 M +$102 M $26.66 11
2023 Q3 3.94 M $96 M -$56.3 M $24.36 10
2023 Q2 3.43 M $87.7 M +$87.7 M $25.54 5