XML Financial, LLC's ownership history for PFM

XML Financial, LLC currently holds 5.1K shares with a market value of $257.3K. It started holding PFM on 2024-12-31. At its peak, it held 5.3K shares on 2025-03-31. Its highest holding value was $257.3K on 2025-09-30. At its lowest, it held 5.1K shares on 2025-06-30, with a value of $243.6K on 2025-06-30. In the recent 180 days, XML Financial, LLC has decreased its shares by 264.