Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
PANW holding history
Palo Alto Networks Inc in every 13F filed by Concentric Wealth Management, 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 Q3 2024 holdings
- Shares (Q3 2024)
- 717
- Value
- $245.1K
- % of portfolio
- 0.1%
- Quarters held
- 3
- Since Q1 2024