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Palo Alto Networks shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Palo Alto Networks by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $953k 2.8k 341.80
2024-03-31 $772k 2.6k 297.47

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Palo Alto Networks

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Bank of America Corporation
Geode Capital Management
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Goldman Sachs Group
International Assets Investment Management
Jennison Associates
Royal Bank of Canada
Nuveen Asset Management
Invesco

View all funds holding Palo Alto Networks