Farther Finance Advisors »

Profesionally Managed Portfo shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Farther Finance Advisors 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $26k 930 28.44

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Amazon Stock (AMZN)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Farther Finance Advisors

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Diversify Advisory Services
Portside Wealth Group
Congress Asset Management
Jane Street
Financial Network Wealth Advisors
Old Mission Capital
Norden Group
Diversify Wealth Management
Farther Finance Advisors
UBS Group
Advisor Group Holdings
Frazier Financial Advisors

View all funds holding Profesionally Managed Portfo