Traverso Chambers Private Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu 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
Q3 2022 Oct 12, 2022	SELL	$98.86 - $99.36 $4,943 - $4,968	-50 Reduced 1.66%	2,963 $293,000
Q4 2018 Feb 12, 2019	BUY	N/A	3,013 New	3,013 $304,000

Others Institutions Holding MINT

# of Institutions

705

Shares Held

87.8M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

24.5M
Shares

$2.46 Billion
0.2% of portfolio
Morgan Stanley New York, NY

7.86M
Shares

$791 Million
0.06% of portfolio
Assetmark, Inc

6.7M
Shares

$674 Million
1.94% of portfolio
Wells Fargo & Company San Francisco, CA

4.3M
Shares

$433 Million
0.1% of portfolio
Hb Wealth Management, LLC

3.19M
Shares

$321 Million
3.46% of portfolio

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