IBEX WEALTH ADVISORS's ownership history for PFM

IBEX WEALTH ADVISORS currently holds 8.4K shares with a market value of $428.2K. It started holding PFM on 2024-12-31. At its peak, it held 8.6K shares on 2024-12-31. Its highest holding value was $428.2K on 2025-09-30. At its lowest, it held 8.4K shares on 2025-09-30, with a value of $394.2K on 2024-12-31. In the recent 180 days, IBEX WEALTH ADVISORS has decreased its shares by 158.