Profesionally Managed Portfo shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 701k | 25.02 |
| 2025-06-30 | $16M | 637k | 24.94 |
| 2025-03-31 | $13M | 518k | 24.79 |
| 2024-12-31 | $11M | 442k | 24.44 |
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