Traverso Chambers Private Wealth Management, LLC Wisdomtree Tr Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 09, 2020	SELL	N/A	-15,796 Closed	0 $0
Q1 2020 Apr 10, 2020	BUY	N/A	775 Added 5.16%	15,796 $624,000
Q4 2019 Jan 09, 2020	BUY	N/A	2,108 Added 16.32%	15,021 $803,000
Q3 2019 Oct 31, 2019	SELL	N/A	-157 Reduced 1.2%	12,913 $642,000
Q2 2019 Jul 17, 2019	BUY	N/A	9 Added 0.07%	13,070 $671,000

Q1 2019 Apr 10, 2019	SELL	N/A	-52 Reduced 0.4%	13,061 $661,000
Q4 2018 Feb 12, 2019	BUY	N/A	13,113 New	13,113 $611,000

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.48M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$56.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

789K
Shares

$43.5 Million
0.02% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

438K
Shares

$24.1 Million
6.94% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

399K
Shares

$22 Million
2.98% of portfolio
Legacy Financial Advisors, Inc.

397K
Shares

$21.9 Million
4.33% of portfolio

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