PERSONAL CFO SOLUTIONS, LLC's ownership history for WM


PERSONAL CFO SOLUTIONS, LLC currently holds 2.6K shares with a market value of $569.4K. It started holding WM on 2024-09-30. At its peak, it held 2.6K shares on 2025-09-30. Its highest holding value was $569.4K on 2025-09-30. At its lowest, it held 1.7K shares on 2025-03-31, with a value of $346.1K on 2024-12-31. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 887. In the recent year, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 824.


PERSONAL CFO SOLUTIONS, LLC's ownership history for WM