Traverso Chambers Private Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 1,134,340 shares of SPAB stock, worth $29.3 Million. This represents 7.07% of its overall portfolio holdings.
Number of Shares
1,134,340Holding current value
$29.3 Million% of portfolio
7.07%Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$589 Million0.29% of portfolio
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Cwm, LLC14MShares$361 Million1.66% of portfolio
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Envestnet Asset Management Inc10.9MShares$280 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$279 Million5.81% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$230 Million0.59% of portfolio