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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Profesionally Managed Portfo by Diversify Advisory Services

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