Palo Alto Wealth Advisors, LLC AMERICAN CENTY ETF TR Transaction History

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025
Number of Shares
68,650
Previous 53,170 29.11%
Holding current value
$4.79 Billion
Previous $3.52 Billion 36.05%
% of portfolio
1.39%
Previous 1.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
15,480 Added 29.11%
68,650 $4.79 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
53,170 New
53,170 $3.52 Billion
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