Palo Alto Wealth Advisors, LLC New Holdings in Q3 2024

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
8.66K
New
$730.87 - $937.36 $6.33M - $8.12M
8.66K $7.96B
DASH
Door Dash, Inc.

Communication Services
12K
New
$100.28 - $143.99 $1.2M - $1.73M
12K $1.83B
TWLO
Twilio Inc

Communication Services
10.7K
New
$56.03 - $65.23 $601K - $700K
10.7K $757M
Atlassian Corporation
3.03K
New
N/A
3.03K $584M
AVGO
Broadcom Inc.

Technology
2.44K
New
$136.27 - $1745.86 $332K - $4.26M
2.44K $439M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.49K
New
N/A
6.49K $326M
Pimco ETF Tr
9.98K
New
N/A
9.98K $262M
VGT
Vanguard Information Technolog

ETFs
377
New
$514.43 - $606.85 $194K - $229K
377 $229M
INMU
Blackrock ETF Tr Ii Intermedia
8.67K
New
$23.46 - $24.13 $203K - $209K
8.67K $207M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.6K
New
$113.45 - $126.18 $181K - $202K
1.6K $205M
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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