Palo Alto Wealth Advisors, LLC Purchases and Sells in Q3 2025

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025

Top Buys

Incresed Positions

33 operations
Stock Shares change Price Range Shares Held Trade History
5.54K
+ 4.61%
$182.33 - $194.5 $1.01M - $1.08M
126K $24.7B
7.13K
+ 3.11%
$84.28 - $89.46 $601K - $638K
237K $21.2B
31.7K
+ 15.23%
N/A
240K $10.1B
AMERICAN CENTY ETF TR
15.5K
+ 29.11%
N/A
68.7K $4.79B
25K
+ 28.56%
$50.45 - $50.65 $1.26M - $1.27M
113K $5.68B
2.49K
+ 87.91%
$264.74 - $369.57 $660K - $922K
5.33K $1.88B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
8.49K
New
$73.24 - $79.04 $622K - $671K
8.49K $684M
9.86K
New
$62.09 - $66.51 $612K - $655K
9.86K $644M
AMERICAN CENTY ETF TR
6.53K
New
N/A
6.53K $510M
3.13K
New
$108.97 - $121.65 $341K - $381K
3.13K $388M
538
New
$459.11 - $506.91 $247K - $273K
538 $267M
1.04K
New
$134.8 - $184.42 $140K - $191K
1.04K $247M
View all

Top Sells

Reduced Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
-18.1K
- 12.34%
$50.23 - $50.48 $909K - $914K
129K $6.47B
-13.5K
- 10.56%
N/A
114K $11.6B
-3.17K
- 51.83%
$88.51 - $101.1 $280K - $320K
2.94K $252M
-7.3K
- 48.12%
$46.37 - $47.77 $338K - $349K
7.87K $374M
-1.78K
- 12.7%
$339.37 - $366.46 $604K - $652K
12.2K $4.58B
-1.79K
- 19.22%
$48.85 - $50.94 $87.6K - $91.4K
7.54K $384M
View all
Activity Summary
Buys All Purchases 43 New Holdings 10 Increased Positions 33 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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