Traverso Chambers Private Wealth Management, LLC SPY Holdings History
Traverso Chambers Private Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 83,117.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $39.51 Mil. This investment constitutes 9.59% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 13 purchases of SPY, at an average price of $289.92, for a total of 108,088.00 shares. In addition, there have been 7 sales at an average price of $318.74 for 24,971.00 shares. Based on historical transaction data and SPY's current price of $614.91, Traverso Chambers Private Wealth Management, LLC's estimated gain on his SPY holdings is $27.73 Mil, reflecting a 88.50% gain to date.
Traverso Chambers Private Wealth Management, LLC SPY ($614.91) Holding Chart
Traverso Chambers Private Wealth Management, LLC SPY ($614.91) 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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