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Name: |
Traverso Chambers Private Wealth Management LLC |
City: |
Santa Rosa |
State: |
CA |
Zip: |
95401 |
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Holdings
Found :
8 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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LAG |
Lagardere S.C.A |
2 |
New |
$24.83 |
$29,084,000 |
1,134,340 |
7.06% |
29,084,000 |
1,134,340 |
0.087 |
Closed - End Fund - E... |
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TLH |
iShares Barclays 10-20 Year... |
4 |
New |
$100.99 |
$22,935,000 |
211,855 |
5.57% |
22,935,000 |
211,855 |
0.225 |
Closed - End Fund - E... |
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IEF |
iShares Lehman 7-10 Year Tr... |
73 |
New |
$92.50 |
$519,000 |
5,381 |
0.13% |
519,000 |
5,381 |
0.002 |
Closed - End Fund - E... |
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TWOK |
Spdr Russell 2000 |
88 |
New |
$42.46 |
$381,000 |
9,027 |
0.09% |
381,000 |
9,027 |
0.001 |
N/A |
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BAC |
Bank of America Corp |
114 |
New |
$38.45 |
$221,000 |
6,553 |
0.05% |
221,000 |
6,553 |
0 |
Domestic Money Center... |
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FYBR |
Frontier Communications Corp |
119 |
New |
$26.00 |
$205,000 |
8,072 |
0.05% |
205,000 |
8,072 |
0 |
Telecom Services - Do... |
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MS |
Morgan Stanley |
120 |
New |
$98.28 |
$204,000 |
2,183 |
0.05% |
204,000 |
2,183 |
0.023 |
Investment Brokerage ... |
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WSM |
Williams Sonoma Inc |
122 |
New |
$315.94 |
$203,000 |
1,008 |
0.05% |
203,000 |
1,008 |
0.001 |
Home Furnishing Stores |
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