Advisor Group Holdings »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 467 30.11

More positions owned by Advisor Group Holdings

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Profesionally Managed Portfo

Congress Asset Management
UBS Group
Advisor Group Holdings
Frazier Financial Advisors

View all funds holding Profesionally Managed Portfo