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  Name: Traverso Chambers Private Wealth Management LLC
  City: Santa Rosa
  State: CA
  Zip: 95401
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $411,763,000
  Total Value Change : $37,847,000
  Securities Held Change : 9
   
All Securities Held : 123
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 46
  Unchanged Positions : 30
  Decreased Positions : 39

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (LAG)1 Year Chart         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...
   (TLH)1 Year Chart         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...
   (IEF)1 Year Chart         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...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 88 New $42.46 $381,000 9,027 0.09% 381,000 9,027 0.001    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp 114 New $38.45 $221,000 6,553 0.05% 221,000 6,553 0    Domestic Money Center...
   (FYBR)1 Year Chart         FYBR Frontier Communications Corp 119 New $26.00 $205,000 8,072 0.05% 205,000 8,072 0    Telecom Services - Do...
   (MS)1 Year Chart         MS Morgan Stanley 120 New $98.28 $204,000 2,183 0.05% 204,000 2,183 0.023    Investment Brokerage ...
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 122 New $315.94 $203,000 1,008 0.05% 203,000 1,008 0.001    Home Furnishing Stores

      8 Records Found
  1    
Page 1 of 1
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