Aurum Wealth Management Group »

Palo Alto Networks shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

All positions including Palo Alto Networks held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Palo Alto Networks by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 1.1k 341.80
2024-06-30 $312k 921 339.01
2024-03-31 $269k 947 284.13
2023-12-31 $252k 855 294.88

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Palo Alto Networks

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Susquehanna International
Jane Street
Citadel Advisors
Capital Research Global Investors
Goldman Sachs Group
Northern Trust
International Assets Investment Management

View all funds holding Palo Alto Networks