Rockbridge Investment Management, LCC's ownership history for PVAL

Rockbridge Investment Management, LCC currently holds 4.4K shares with a market value of $204.4K. It started holding PVAL on 2025-06-30. At its peak, it held 5.3K shares on 2025-09-30. Its highest holding value was $225.1K on 2025-09-30. At its lowest, it held 4.4K shares on 2025-12-31, with a value of $200.6K on 2025-12-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 864.