Traverso Chambers Private Wealth Management, LLC New Holdings in Q4 2023

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.13M
New
$23.71 - $25.74 $26.9M - $29.2M
1.13M $29.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
212K
New
$93.11 - $109.52 $19.7M - $23.2M
212K $22.9M
IEF
Ishares Barclays

ETFs
5.38K
New
$88.95 - $97.0 $479K - $522K
5.38K $518K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.03K
New
$34.3 - $42.83 $310K - $387K
9.03K $380K
BAC
Bank Of America Corp

Financial Services
6.55K
New
$25.17 - $33.94 $165K - $222K
6.55K $220K
ISRG
Intuitive Surgical Inc

Healthcare
639
New
$258.49 - $338.39 $165K - $216K
639 $215K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.9K
New
$31.99 - $35.64 $189K - $210K
5.9K $209K
FYBR
Frontier Communications Parent, Inc.

Communication Services
8.07K
New
$14.06 - $25.52 $113K - $206K
8.07K $204K
MS
Morgan Stanley

Financial Services
2.18K
New
$70.4 - $93.66 $154K - $204K
2.18K $203K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.01K
New
$144.23 - $206.46 $145K - $208K
1.01K $203K
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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