Traverso Chambers Private Wealth Management, LLC Wisdomtree Tr Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
Shares
7 transactions
Others Institutions Holding DWM
# of Institutions
136Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$68.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$35.3 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.09% of portfolio
-
Bank Of America Corp Charlotte, NC367KShares$24.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA326KShares$21.8 Million0.0% of portfolio