Strategies Wealth Advisors, LLC's ownership history for PFM

Strategies Wealth Advisors, LLC currently holds 23.5K shares with a market value of $1.2M. It started holding PFM on 2024-09-30. At its peak, it held 23.5K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 23.4K shares on 2024-09-30, with a value of $1.1M on 2025-03-31. In the recent 180 days, Strategies Wealth Advisors, LLC has increased its shares by 28. In the recent year, Strategies Wealth Advisors, LLC has increased its shares by 57.