Clearstead Advisors, LLC's ownership history for PFM

Clearstead Advisors, LLC currently holds 228.8K shares with a market value of $11.7M. It started holding PFM on 2024-09-30. At its peak, it held 439.6K shares on 2024-12-31. Its highest holding value was $21.4M on 2025-12-31. At its lowest, it held 228.8K shares on 2026-03-31, with a value of $11.7M on 2026-03-31. In the recent 180 days, Clearstead Advisors, LLC has decreased its shares by 188.2K. In the recent year, Clearstead Advisors, LLC has decreased its shares by 202.3K.