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Profesionally Managed Portfo shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $152k 11k 14.11

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Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Profesionally Managed Portfo

Belpointe Asset Management
Stifel Financial
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
CWM
NWF Advisory Services
Resources Investment Advisors
Advisor Group Holdings
Investment House
Captrust Financial Advisors
Glass Jacobson Investment Advisors
Harbor Investment Advisory
Advisory Services Network

View all funds holding Profesionally Managed Portfo