PALO ALTO WEALTH ADVISORS, LLC
Q3 2023 13F Holdings
Location
Palo Alto, CA
Holdings as of
9/30/2023
Value ($000)
$119,827
Num holdings
39
Date filed
10/30/2023
Form type
13F-HR
Prev filing
8/7/2023
Next filing
2/5/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
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2023 Q1
2022 Q4
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type