Number of Shares
1.13 Mil
Current Holdings Value*
$29.08 Mil
% of Portfolio
7.06%
Total Estimate Gain
$504,781.95
% of Total Estimate Gain
1.30%

Traverso Chambers Private Wealth Management, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 1.13 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $29.08 Mil. This investment constitutes 7.06% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.43% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 2 purchases of SPAB, at an average price of $25.01, for a total of 1.55 Mil shares. In addition, there have been 4 sales at an average price of $24.95 for 413,096.00 shares. Based on historical transaction data and SPAB's current price of $25.48, Traverso Chambers Private Wealth Management, LLC's estimated gain on his SPAB holdings is $504,781.95, reflecting a 1.30% gain to date.

Traverso Chambers Private Wealth Management, LLC SPAB ($25.48) Holding Chart

Traverso Chambers Private Wealth Management, LLC SPAB ($25.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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