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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

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Quarterly reported holdings in Profesionally Managed Portfo by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 7.3k 36.49
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)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Value Etf Etf (VTV)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Farther Finance Advisors

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Stifel Financial
Berkshire Bank
Integrated Wealth Concepts
Nuveen
Skopos Labs
Clarendon Private
Jones Financial Companies, L.L
Congress Asset Management

View all funds holding Profesionally Managed Portfo