Traverso Chambers Private Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$100.82 - $111.44 $276,246 - $305,345	2,740 New	2,740 $289,000

Others Institutions Holding VYM

# of Institutions

1,801

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

Sumitomo Life Insurance CO

15.1M
Shares

$1.91 Billion
38.16% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.43 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.22 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.4M
Shares

$681 Million
0.32% of portfolio
Envestnet Asset Management Inc

5.03M
Shares

$634 Million
0.21% of portfolio

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