Traverso Chambers Private Wealth Management, LLC Ishares Expanded Tech Sector E 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	N/A	-974 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	N/A	974 New	974 $236,000

Others Institutions Holding IGM

# of Institutions

368

Shares Held

22.6M

Call Options Held

49.8K

Put Options Held

21.8K

Bank Of America Corp Charlotte, NC

2.79M
Shares

$275 Million
0.02% of portfolio
Equitable Holdings, Inc. New York, NY

2.11M
Shares

$208 Million
2.11% of portfolio
Morgan Stanley New York, NY

1.7M
Shares

$168 Million
0.01% of portfolio
Bank Of Montreal Toronto, A6

1.19M
Shares

$117 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

1.18M
Shares

$117 Million
0.02% of portfolio

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About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

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