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| Name: |
PALO ALTO WEALTH ADVISORS LLC |
| City: |
PALO ALTO |
| State: |
CA |
| Zip: |
94303 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
4 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
AMZN |
Amazon.com Inc |
15 |
- |
$184.70 |
$1,526,000 |
8,461 |
1.08% |
240,000 |
0 |
0 |
Internet Software & S... |
|
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JPM |
JP Morgan Chase & Co |
30 |
- |
$204.79 |
$397,000 |
1,983 |
0.28% |
60,000 |
0 |
0 |
Domestic Money Center... |
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ORCL |
Oracle Corp |
34 |
- |
$123.50 |
$338,000 |
2,689 |
0.24% |
54,000 |
0 |
0 |
Application Software |
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PMAY |
Innovator S&p 500 Power Buf... |
37 |
- |
$0.00 |
$281,000 |
8,660 |
0.2% |
8,000 |
0 |
0.01 |
N/A |
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