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Profesionally Managed Portfo shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 46k 28.66

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Amazon Call Option (AMZN)
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Visa Com Cl A (V)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Novo-nordisk A S Adr (NVO)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Mastercard Incorporated Cl A (MA)

View all positions for Portside Wealth Group

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