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Profesionally Managed Portfo shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAML) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $675k 17k 38.79
2025-06-30 $626k 17k 36.67
2025-03-31 $543k 17k 31.81
2024-12-31 $474k 14k 33.95

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Microsoft Corporation (MSFT)
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Apple (AAPL)
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Select Sector Spdr Tr Technology (XLK)
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View all positions for Advyzon Investment Management

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Congress Asset Management
Skopos Labs
Goldman Sachs Group
Advyzon Investment Management
Susquehanna International
UBS Group
Jpmorgan Chase & Co
Morgan Stanley
CWM

View all funds holding Profesionally Managed Portfo