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Traverso Chambers Private Wealth Management, LLC Current Holdings: USA Preferred Shares

Traverso Chambers Private Wealth Management, LLC current holdings: USA Preferred Shares

Traverso Chambers Private Wealth Management, LLC reported $0.01 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are PFF, PGX.

  • PFF: Country of operation —; Class PFD AND INCM SEC; Shares 258,799; Value $8,071,939.
  • PGX: Country of operation —; Class PFD ETF; Shares 577,155; Value $6,619,967.

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.

StockCountry of operationClassSharesValueQuarter endFiled
PFF
ISHARES TR
PFD AND INCM SEC258,799$8,071,9392023-12-312024-01-09
PGX
INVESCO EXCH TRADED FD TR II
PFD ETF577,155$6,619,9672023-12-312024-01-09

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