Connecticut Wealth Management, LLC's ownership history for PFM

Connecticut Wealth Management, LLC currently holds 5.0K shares with a market value of $255.5K. It started holding PFM on 2025-03-31. At its peak, it held 8.0K shares on 2025-03-31. Its highest holding value was $367.4K on 2025-03-31. At its lowest, it held 5.0K shares on 2025-06-30, with a value of $240.8K on 2025-06-30. In the recent 180 days, Connecticut Wealth Management, LLC has increased its shares by 0. In the recent year, Connecticut Wealth Management, LLC has decreased its shares by 3.0K.