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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

PANW holding history

Palo Alto Networks Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q1 2025 holdings

Shares (Q1 2025)
1,359
Value
$231.9K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2024
Holdings of PANW by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20251,359$231.9K<0.1%−281−17.1%ReducedHolders
Q4 20241,640$298.4K<0.1%+1,640NewHolders