Back to OP Orion Porfolio Solutions, LLC
CSMD3 quarters
Position history for OPOrion Porfolio Solutions, LLC's holdings in CONGRESS SMID GROWTH ETF
Orion Porfolio Solutions, LLC holds 14,579 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $531,988 as of 2026-Q2. The position was decreased (-1.9% shares). CSMD represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$531,988
Current Shares
14,579
Total Value Change
+$323,992
Total Shares Change
+8,001
Quarter-by-Quarter History
Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC