Palo Alto Wealth Advisors, LLC Bondbloxx ETF Tr Bloomberg 6 M Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Bondbloxx ETF Tr Bloomberg 6 M stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 6,865 shares of XHLF stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,865
Previous 17,165 60.01%
Holding current value
$0
Previous $865 Million 60.11%
% of portfolio
0.13%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-10,300 Reduced 60.01%
6,865 $345 Million
Q4 2024

Feb 14, 2025
BUY
N/A
10,680 Added 164.69%
17,165 $865 Million
Q3 2024

Nov 06, 2024
BUY
N/A
6,485 New
6,485 $326 Million

Others Institutions Holding XHLF

# of Institutions
113
Shares Held
15.6M
Call Options Held
0
Put Options Held
0
View Full List

About BONDBLOXX ETF TR BLOOMBERG 6 M

XHLF Quotes by TradingView
  • Ticker XHLF
More about XHLF
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email