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2 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in PROFESIONALLY MANAGED PORTFO

LPL Financial LLC holds 10,598 shares of CSMD (PROFESIONALLY MANAGED PORTFO), worth $386,721 as of 2026-Q2. The position was decreased (-6.3% shares). CSMD represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$386,721

Current Shares

10,598

Total Value Change

+$39,391

Total Shares Change

-712

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,598
-6.3%
$386,7210.0%$36.49
0
2026-Q1
New
11,310
-
$347,3300.0%$33.15
33

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC

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