Keudell/Morrison Wealth Management
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $702,675 | 93,690 | Shares | Sole | 2026-02-06 |
| 2025-06-30 | $573,138 | 77,556 | Shares | Sole | 2025-07-22 |
| 2024-06-30 | $134,437 | 18,750 | Shares | Sole | 2024-07-16 |
| 2023-12-31 | $75,553 | 10,450 | Shares | Sole | 2024-02-14 |