Traverso Chambers Private Wealth Management, LLC Closed Holding Positions

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
208,615
$46.62 - $50.36 $9.73M - $10.5M
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
1,244
$117.57 - $166.39 $146K - $207K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 13, 2022
1,317
$132.23 - $175.09 $174K - $231K
PCG
Pg&E Corp

Utilities
Q4 2021 Filed on Jan 19, 2022
10,416
$9.61 - $12.63 $100K - $132K
General Electric CO
Q3 2021 Filed on Oct 08, 2021
16,033
N/A
Advisorshares Tr
Q1 2021 Filed on Apr 15, 2021
32,476
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2020 Filed on Jan 19, 2021
10,600
$8.37 - $12.34 $88.7K - $131K
United Technologies Corp
Q2 2020 Filed on Jul 09, 2020
8,265
N/A
DOG
Proshares Short Dow30 ETF New

ETFs
Q2 2020 Filed on Jul 09, 2020
6,696
$45.13 - $61.06 $302K - $409K
DWM
Wisdomtree Tr

ETFs
Q2 2020 Filed on Jul 09, 2020
15,796
$37.7 - $47.21 $596K - $746K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2020 Filed on Jul 09, 2020
6,424
$29.5 - $41.87 $190K - $269K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2020 Filed on Apr 10, 2020
235,976
$48.93 - $50.6 $11.5M - $11.9M
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2020 Filed on Apr 10, 2020
974
$31.48 - $45.08 $30.7K - $43.9K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2020 Filed on Apr 10, 2020
11,188
$22.46 - $34.72 $251K - $388K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 10, 2020
13,800
$18.2 - $29.21 $251K - $403K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
Q1 2020 Filed on Apr 10, 2020
13,073
$17.13 - $27.7 $224K - $362K
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q1 2020 Filed on Apr 10, 2020
12,264
$1.93 - $4.21 $23.7K - $51.6K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on Apr 10, 2020
25,753
$44.1 - $51.09 $1.14M - $1.32M
RWX
Spdr Dow Jones International R

ETFs
Q1 2020 Filed on Apr 10, 2020
9,273
$22.39 - $39.54 $208K - $367K
AIVI
Kemiao Garment Holding Group

ETFs
Q1 2020 Filed on Apr 10, 2020
294,345
$27.81 - $43.06 $8.19M - $12.7M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2019 Filed on Jan 09, 2020
10,033
$13.76 - $14.27 $138K - $143K
Blackstone Group L P
Q3 2019 Filed on Oct 31, 2019
10,097
N/A
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q3 2019 Filed on Oct 31, 2019
11,188
$33.71 - $36.39 $377K - $407K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2019 Filed on Jul 17, 2019
11,002
$15.56 - $18.88 $171K - $208K
Dowdupont Inc
Q2 2019 Filed on Jul 17, 2019
7,850
N/A
BP
Bp PLC

Energy
Q2 2019 Filed on Jul 17, 2019
4,736
$40.44 - $45.23 $192K - $214K
Track This Portfolio

Track Traverso Chambers Private Wealth Management, LLC Portfolio

Follow Traverso Chambers Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email