Profesionally Managed Portfo shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Diversify Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $343k | 11k | 29.97 |
2024-06-30 | $200k | 7.2k | 27.89 |
More positions owned by Diversify Wealth Management
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