Palo Alto Wealth Advisors, LLC Options Holdings

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $256 Billion
  • Prior Value $285 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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