Palo Alto Wealth Advisors, LLC PIMCO ETF TR Transaction History

Palo Alto Wealth Advisors, LLC

  • $285 Billion
  • Q4 2024
Number of Shares
10,350
Previous 9,975 3.76%
Holding current value
$270 Million
Previous $262 Million 2.89%
% of portfolio
0.09%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
375 Added 3.76%
10,350 $270 Million
Q3 2024

Nov 06, 2024
BUY
N/A
9,975 New
9,975 $262 Million
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