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Profesionally Managed Portfo shares owned by Frazier Financial Advisors

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

Historical chart of Frazier Financial Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by Frazier Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 39 29.92
2024-06-30 $1.1k 39 28.67
2024-03-31 $1.2k 39 30.13
2023-12-31 $1.0k 39 26.67

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Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Us Midcap Divid (DON)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Smallcap Divd (DES)
Abbvie (ABBV)
Apple (AAPL)
Abbott Laboratories (ABT)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
JPMorgan Chase & Co. (JPM)
Bath &#38 Body Works In (BBWI)

View all positions for Frazier Financial Advisors

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Townsquare Capital
We Are One Seven
Portside Wealth Group
Diversify Advisory Services
Congress Asset Management
Norden Group
Susquehanna International
Congress Wealth Management LLC / DE /
Old Mission Capital
Advisor Group Holdings
Harbor Investment Advisory
Frazier Financial Advisors

View all funds holding Profesionally Managed Portfo