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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

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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
2025-09-30 $14M 409k 33.31
2025-06-30 $11M 360k 31.18
2025-03-31 $8.3M 302k 27.66
2024-12-31 $8.7M 292k 29.92
2024-09-30 $2.2M 74k 29.91

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View all positions for We Are One Seven

Top funds holding Profesionally Managed Portfo

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

View all funds holding Profesionally Managed Portfo