Who owns PROFESIONALLY MANAGED PORTFO?
- CUSIP Number: 74316p538
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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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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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