Traverso Chambers Private Wealth Management, LLC Invesco 1 30 Laddered Treasury Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 31, 2019	SELL	$33.71 - $36.39 $377,147 - $407,131	-11,188 Closed	0 $0
Q2 2019 Jul 17, 2019	BUY	$32.22 - $34.16 $360,477 - $382,182	11,188 New	11,188 $381,000
Q1 2019 Apr 10, 2019	SELL	$31.65 - $32.86 $354,100 - $367,637	-11,188 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$30.35 - $31.99 $339,555 - $357,904	11,188 New	11,188 $334,000

Others Institutions Holding PLW

# of Institutions

Shares Held

22M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

8.18M
Shares

$0
0.0% of portfolio
Orgel Wealth Management, LLC

4.9M
Shares

$0
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.23M
Shares

$0
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

1M
Shares

$0
0.0% of portfolio
Bank Of America Corp Charlotte, NC

885K
Shares

$0
0.0% of portfolio

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