PALO ALTO WEALTH ADVISORS, LLC
Q1 2023 13F Holdings
Location
Palo Alto, CA
Holdings as of
3/31/2023
Value ($000)
$124,829
Num holdings
41
Date filed
4/18/2023
Form type
13F-HR
Prev filing
2/7/2023
Next filing
8/7/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type