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Profesionally Managed Portfo shares owned by We Are One Seven

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by We Are One Seven from 13F filings

Historical chart of We Are One Seven investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by We Are One Seven consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by We Are One Seven

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 74k 29.91

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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JPMorgan Chase & Co. (JPM)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for We Are One Seven

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