CLSE — Trust For Professional Manag 机构持仓 · 2026年Q3
谁持有 Trust For Professional Manag(CLSE)?2026年Q3(报告期截至 2026-09-30)共有 7 家机构在 SEC 13F 申报中报告持有,合计 2,259.16 万美元。前几大持有机构:Tactive Advisors, LLC(1,320.00 万美元)、Fig Financial Advisory Services Inc(440.00 万美元)、Farther Finance Advisors, LLC(200.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Tactive Advisors, LLC | $13.2M | 387,471 | 增持 |
| 2 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $4.4M | 130,774 | 增持 |
| 3 | Farther Finance Advisors, LLC | $2.0M | 58,918 | 增持 |
| 4 | Castleview Partners, LLC | $1.2M | 36,332 | 增持 |
| 5 | ACT WEALTH MANAGEMENT, LLC | $700,049 | 20,584 | 增持 |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $637,290 | 18,607 | 增持 |
| 7 | Worth Asset Management, LLC | $389,346 | 11,448 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30