Profesionally Managed Portfo shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Profesionally Managed Portfo
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All positions including Profesionally Managed Portfo held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.5M | 50k | 29.56 |
2024-06-30 | $1.4M | 49k | 28.45 |
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