Who owns PROFESIONALLY MANAGED PORTFO?
- Ticker: WAGN
- CUSIP Number: 74316p538
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Analyze quarterly positions in Profesionally Managed Portfo with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Profesionally Managed Portfo stock
Who bought or sold PROFESIONALLY MANAGED PORTFO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 55k | $774k | 100% | Mar 2026 |
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| Stifel Financial | 45k | $631k | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 38k | $526k | 33% | Jun 2026 |
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| Cambridge Investment Research Advisors | 26k | $363k | 100% | Mar 2026 |
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| CWM | 23k | $327k | 100% | Mar 2026 |
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| NWF Advisory Services | 22k | $310k | 100% | Mar 2026 |
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| Tactive Advisors | 19k | $257k | 100% | Jun 2026 |
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| Resources Investment Advisors | 16k | $231k | 100% | Mar 2026 |
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| Advisor Group Holdings | 12k | $171k | 100% | Mar 2026 |
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| Investment House | 12k | $169k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 11k | $152k | 100% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 7.2k | $101k | 100% | Mar 2026 |
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| Farther Finance Advisors | 4.2k | $58k | 100% | Jun 2026 |
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| Hilltop National Bank | 2.7k | $37k | 100% | Jun 2026 |
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| Advisory Services Network | 871.00 | $12k | 100% | Mar 2026 |
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Who sold out of Profesionally Managed Portfo?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Harbor Investment Advisory | Mar 2026 | 2.5k | $35k |