Profesionally Managed Portfo shares owned by Financial Network Wealth Advisors
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Financial Network Wealth Advisors
from 13F filings
Historical chart of Financial Network Wealth Advisors investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Financial Network Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 7.7k | 33.31 |
| 2025-06-30 | $239k | 7.7k | 31.18 |
| 2025-03-31 | $212k | 7.7k | 27.66 |
| 2024-12-31 | $208k | 6.9k | 29.92 |
| 2024-06-30 | $653k | 23k | 28.35 |
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