Palo Alto Wealth Advisors, LLC PIMCO ETF TR Transaction History

Palo Alto Wealth Advisors, LLC

  • $264 Billion
  • Q2 2025
Number of Shares
11,911
Previous 11,462 3.92%
Holding current value
$316 Million
Previous $298 Million 5.92%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
449 Added 3.92%
11,911 $316 Million
Q1 2025

May 15, 2025
BUY
N/A
1,112 Added 10.74%
11,462 $298 Million
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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