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Profesionally Managed Portfo shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 113k 33.31
2025-06-30 $3.0M 96k 31.18

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Integrated Wealth Concepts
Congress Asset Management
Clarendon Private
Gibbs Wealth Management
Portside Wealth Group
Stifel Financial
Rockefeller Capital Management
Apollon Wealth Management
Skopos Labs
GK Wealth Management

View all funds holding Profesionally Managed Portfo