Waverly Advisors, LLC's ownership history for PFM

Waverly Advisors, LLC currently holds 49.1K shares with a market value of $2.5M. It started holding PFM on 2024-12-31. At its peak, it held 50.8K shares on 2024-12-31. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 48.1K shares on 2025-06-30, with a value of $2.3M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 1.2K.