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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

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Financial Network Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-06-30 $653k 23k 28.35

More positions owned by Financial Network Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Value Etf Prtflo S&p500 Vl (SPYV)
Vaneck Etf Trust High Yld Munietf (HYD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Bndblxx Blmbrg 6 Mnth Trg Us Tr Etf 6 mo TSY (XHLF)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Glacier Ban (GBCI)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Financial Network Wealth 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