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Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in PROFESIONALLY MANAGED PORTFO

Farther Finance Advisors, LLC holds 7,300 shares of CSMD (PROFESIONALLY MANAGED PORTFO), worth $247,251 as of 2026-Q3. CSMD represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$247,251

Current Shares

7,300

Total Value Change

+$247,251

Total Shares Change

+7,300

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Unchanged
7,300
0.0%
$247,2510.0%$33.87
0
2026-Q2
New
7,300
-
$266,3770.0%$36.49
32
2024-Q3
Exited
0
-100.0%
$00.0%$29.72
0

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

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