Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC 01-08-2024 12-31-2023 123 411,764,672
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $39,506,286 83,117 0.01 0.01 1,284 1.57 12-31-2023
SPDR SER TR PORTFOLIO AGRGTE 2 $29,084,478 1,134,340 0.01 1,134,340 +Inf 12-31-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 3 $28,260,127 484,487 0.01 0.01 -32,621 -6.31 12-31-2023
ISHARES TR 10-20 YR TRS ETF 4 $22,935,422 211,855 0.01 211,855 +Inf 12-31-2023
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