Efficient Wealth Management »

Palo Alto Networks shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

All positions including Palo Alto Networks held by Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $32k 180 177.78
2024-09-30 $29k 86 337.21
2024-06-30 $26k 79 329.11
2024-03-31 $21k 71 295.77
2023-12-31 $7.0k 23 304.35
2023-09-30 $4.4k 21 210.53
2023-06-30 $4.0k 17 235.29

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Palo Alto Networks

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

View all funds holding Palo Alto Networks