Traverso Chambers Private Wealth Management, LLC Invesco 1 30 Laddered Treasury Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 31, 2019	SELL	$33.71 - $36.39 $377,147 - $407,131	-11,188 Closed	0 $0
Q2 2019 Jul 17, 2019	BUY	$32.22 - $34.16 $360,477 - $382,182	11,188 New	11,188 $381,000
Q1 2019 Apr 10, 2019	SELL	$31.65 - $32.86 $354,100 - $367,637	-11,188 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$30.35 - $31.99 $339,555 - $357,904	11,188 New	11,188 $334,000

Others Institutions Holding PLW

# of Institutions

100

Shares Held

24M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

5.51M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

4.72M
Shares

$0
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.25M
Shares

$0
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.23M
Shares

$0
0.59% of portfolio
Private Advisor Group, LLC

875K
Shares

$0
0.0% of portfolio

View Full List

About INVESCO 1-30 LADDERED TREASURY

Ticker PLW
Sector ETFs
Industry ETFs

More about PLW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Account