Briaud Financial Planning, Inc's ownership history for PFM

Briaud Financial Planning, Inc currently holds 4.6K shares with a market value of $235.6K. It started holding PFM on 2025-06-30. At its peak, it held 4.6K shares on 2025-09-30. Its highest holding value was $235.6K on 2025-12-31. At its lowest, it held 3.9K shares on 2025-06-30, with a value of $187 on 2025-06-30. In the recent 180 days, Briaud Financial Planning, Inc has increased its shares by 684.