Who owns PROFESIONALLY MANAGED PORTFO?

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Analyze quarterly positions in Profesionally Managed Portfo with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Profesionally Managed Portfo stock

Who bought or sold PROFESIONALLY MANAGED PORTFO this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Belpointe Asset Management 55k $774k 100% Mar 2026
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Stifel Financial 45k $631k 100% Mar 2026
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Wealthcare Advisory Partners 29k $406k 100% Mar 2026
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Cambridge Investment Research Advisors 26k $363k 100% Mar 2026
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NWF Advisory Services 22k $310k 100% Mar 2026
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Resources Investment Advisors 16k $231k 100% Mar 2026
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Investment House 12k $169k 100% Mar 2026
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Glass Jacobson Investment Advisors 7.2k $101k 100% Mar 2026
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Harbor Investment Advisory 2.5k $35k 100% Mar 2026
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