Traverso Chambers Private Wealth Management, LLC Schwab Fundamental Intl Large Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$18.2 - $29.21 $251,160 - $403,098	-13,800 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$26.73 - $29.12 $368,874 - $401,856	13,800 New	13,800 $399,000

Others Institutions Holding FNDF

# of Institutions

589

Shares Held

289M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

138M
Shares

$4.79 Billion
1.0% of portfolio
Wealth Enhancement Advisory Services, LLC

16.7M
Shares

$578 Million
1.4% of portfolio
Regions Financial Corp

10.8M
Shares

$375 Million
2.92% of portfolio
Auto Owners Insurance CO Lansing, MI

8.35M
Shares

$290 Million
7.75% of portfolio
Wells Fargo & Company San Francisco, CA

6.32M
Shares

$220 Million
0.05% of portfolio

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