Palo Alto Wealth Advisors, LLC Purchases and Sells in Q2 2025

Palo Alto Wealth Advisors, LLC

  • $264 Billion
  • Q2 2025

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
29.3K
+ 42.47%
$94.31 - $157.99 $2.76M - $4.63M
98.3K $15.5B
5.12K
+ 4.45%
$152.42 - $182.82 $780K - $935K
120K $22B
29.4K
+ 25.02%
$50.28 - $50.47 $1.48M - $1.48M
147K $7.38B
3.94K
+ 1.74%
$71.28 - $83.74 $281K - $330K
230K $19.2B
106
+ 0.66%
$354.56 - $497.45 $37.6K - $52.7K
16.1K $8B
12.4K
+ 6.34%
N/A
208K $8.24B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
AMERICAN CENTY ETF TR
53.2K
New
N/A
53.2K $3.52B
6.11K
New
$91.24 - $127.3 $557K - $777K
6.11K $611M
3.01K
New
$59.52 - $79.36 $179K - $239K
3.01K $224M
673
New
$276.76 - $326.81 $186K - $220K
673 $209M
1.35K
New
$146.36 - $159.82 $197K - $215K
1.35K $206M

Top Sells

Reduced Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
-68.6K
- 26.09%
$144.7 - $178.6 $9.93M - $12.3M
194K $34.2B
-3.3K
- 38.45%
$721.65 - $1040.18 $2.38M - $3.43M
5.28K $5.43B
-55.1K
- 31.41%
$50.32 - $61.13 $2.77M - $3.37M
120K $7.36B
-36.7K
- 29.57%
$50.47 - $50.66 $1.85M - $1.86M
87.5K $4.43B
-17.5K
- 12.04%
N/A
128K $12B
-1.16K
- 48.74%
$122.82 - $218.63 $143K - $254K
1.22K $267M
View all
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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