Clearstead Advisors, LLC's ownership history for PFM

Clearstead Advisors, LLC currently holds 415.0K shares with a market value of $21.4M. 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 415.0K shares on 2025-12-31, with a value of $19.7M on 2025-03-31. In the recent 180 days, Clearstead Advisors, LLC has decreased its shares by 11.3K. In the recent year, Clearstead Advisors, LLC has decreased its shares by 24.7K.