BerganKDV Wealth Management, LLC - TRUST FOR PROFESSIONAL MANAG ownership

TRUST FOR PROFESSIONAL MANAG's ticker is MINN and the CUSIP is 89834G836. A total of 12 filers reported holding TRUST FOR PROFESSIONAL MANAG in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of TRUST FOR PROFESSIONAL MANAG
ValueSharesWeighting
Q2 2023$4,384
-1.5%
2000.0%0.00%
Q1 2023$4,453
+2.2%
2000.0%0.00%
Q4 2022$4,358
+9.0%
2000.0%0.00%
Q3 2022$4,0000.0%2000.0%0.00%
Q2 2022$4,000
-20.0%
2000.0%0.00%
-100.0%
Q1 2022$5,0000.0%2000.0%0.00%0.0%
Q4 2021$5,0002000.00%
Other shareholders
TRUST FOR PROFESSIONAL MANAG shareholders Q3 2023
NameSharesValueWeighting ↓
CPA Asset Management LLC 9,770$214,1200.15%
Valtinson Bruner Financial Planning LLC 12,810$280,7440.15%
Moloney Securities Asset Management, LLC 9,500$208,2020.04%
BUCKINGHAM STRATEGIC PARTNERS, LLC 26,273$575,7990.03%
COMMONWEALTH EQUITY SERVICES, LLC 41,594$9120.00%
AdvisorNet Financial, Inc 702$15,3930.00%
Cambridge Investment Research Advisors, Inc. 12,762$2800.00%
JANE STREET GROUP, LLC 39,493$865,5290.00%
BerganKDV Wealth Management, LLC 200$4,3840.00%
OSAIC HOLDINGS, INC. 10,635$233,0860.00%
View complete list of TRUST FOR PROFESSIONAL MANAG shareholders