Clearstead Advisors, LLC's ownership history for PFM

Clearstead Advisors, LLC currently holds 417.1K shares with a market value of $21.2M. It started holding PFM on 2024-09-30. At its peak, it held 439.6K shares on 2024-12-31. Its highest holding value was $21.2M on 2025-09-30. At its lowest, it held 417.1K shares on 2025-09-30, with a value of $19.7M on 2025-03-31. In the recent 180 days, Clearstead Advisors, LLC has decreased its shares by 14.1K. In the recent year, Clearstead Advisors, LLC has decreased its shares by 17.8K.