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Traverso Chambers Private Wealth Management, LLC Current Holdings: Foreign Stocks

Traverso Chambers Private Wealth Management, LLC current holdings: Foreign Stocks

Traverso Chambers Private Wealth Management, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 2 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are GSK, ULXXXX.

  • GSK: Country of operation —; Class SPONSORED ADR; Shares 16,681; Value $618,198.
  • ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 10,462; Value $507,198.

Form 13F-HR as filed (SEC CIK 1767346): quarter ended 2023-12-31, filed 2024-01-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
GSK
GSK PLC
SPONSORED ADR16,681$618,1980.85%2023-12-312024-01-09+33.16%
ULXXXX
UNILEVER PLC
SPON ADR NEW10,462$507,1980.69%2023-12-312024-01-09

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