TRUST FOR PROFESSIONAL MANAG's ticker is MINN and the CUSIP is 89834G836.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,266 | -5.2% | 398 | 0.0% | 0.00% | – |
| Q2 2023 | $8,724 | -1.6% | 398 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $8,863 | +2.2% | 398 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,672 | +8.4% | 398 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 398 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 398 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 398 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 398 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | -10.0% | 398 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | – | 398 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lifeworks Advisors, LLC | 7,992 | $201,000 | 0.16% |
| AdvisorNet Financial, Inc | 29,616 | $745,000 | 0.05% |
| FLOW TRADERS U.S. LLC | 21,192 | $534,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 33,951 | $854,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 8,628 | $217,000 | 0.00% |
| BerganKDV Wealth Management, LLC | 200 | $5,000 | 0.00% |
| JANE STREET GROUP, LLC | 70,226 | $1,768,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 3,800 | $96,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Geneos Wealth Management Inc. | 398 | $10,000 | 0.00% |