Traverso Chambers Private Wealth Management, LLC TBUX Holdings History
Traverso Chambers Private Wealth Management, LLC's T. Rowe Price Ultra Short-Term Bond ETF Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 40,589.00 shares of T. Rowe Price Ultra Short-Term Bond ETF(TBUX), totaling $2.00 Mil. This investment constitutes 0.48% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 3.69% of the outstanding T. Rowe Price Ultra Short-Term Bond ETF(TBUX) stock.
The initial trade took place in 2022Q3. And since then Traverso Chambers Private Wealth Management, LLC has made 1 purchases of TBUX, at an average price of $48.72, for a total of 71,036.00 shares. In addition, there have been 5 sales at an average price of $48.80 for 30,447.00 shares. Based on historical transaction data and TBUX's current price of $49.74, Traverso Chambers Private Wealth Management, LLC's estimated gain on his TBUX holdings is $43,794.39, reflecting a 1.27% gain to date.
Traverso Chambers Private Wealth Management, LLC TBUX ($49.74) Holding Chart
Traverso Chambers Private Wealth Management, LLC TBUX ($49.74) 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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