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Company Main View
Name:
PALO ALTO WEALTH ADVISORS LLC
City:
PALO ALTO
State:
CA
Zip:
94303
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$141,835,000
Total Value Change :
$9,565,000
Securities Held Change :
4
All Securities Held :
42
New Positions
:
5
Closed Positions
:
1
Increased Positions
:
18
Unchanged Positions
:
4
Decreased Positions
:
15
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Free Registration Required For Full Results
Holdings Found :
1
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
PYPL
Paypal Holdings, Inc.
43
Closed
$62.51
$0
0
0%
-438,000
-7,129
0
N/A
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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