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 |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 51 | $1,132,046 | 22,528 | 0.00 | 0.00 | -738 | -3.17 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 52 | $1,088,141 | 18,774 | 0.00 | 0.00 | -348 | -1.82 | 12-31-2023 |
| HOME DEPOT INC | COM | 53 | $1,081,064 | 3,120 | 0.00 | 0.00 | 3 | 0.10 | 12-31-2023 |
| SUMMIT ST BK SANTA ROSA CALI | COM | 54 | $1,056,780 | 88,065 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
