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Profesionally Managed Portfo shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $146k 4.9k 29.91
2024-03-31 $14k 467 30.11

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Townsquare Capital
We Are One Seven
Portside Wealth Group
Diversify Advisory Services
Congress Asset Management
Norden Group
Susquehanna International
Congress Wealth Management LLC / DE /
Old Mission Capital
Advisor Group Holdings
Harbor Investment Advisory
Frazier Financial Advisors

View all funds holding Profesionally Managed Portfo