Traverso Chambers Private Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$204K	Hold	6,728	–	–	0.05%	120
2023 Q3	$216K	Hold	6,728	–	–	0.06%	110
2023 Q2	$206K	Hold	6,728	–	–	0.05%	114
2023 Q1	$213K	Hold	6,728	–	–	0.06%	109
2022 Q4	$227K	Hold	6,728	–	–	0.07%	104
2022 Q3	$221K	Hold	6,728	–	–	0.07%	105
2022 Q2	$234K	Sell	6,728 -1,768	-21%	-$68.3K	0.08%	100
2022 Q1	$314K	Hold	8,496	–	–	0.09%	94
2021 Q4	$244K	Hold	8,496	–	–	0.07%	102
2021 Q3	$249K	Hold	8,496	–	–	0.08%	103
2021 Q2	$231K	Hold	8,496	–	–	0.07%	103
2021 Q1	$201K	Buy	+8,496	New	+$200K	0.07%	106
2020 Q2	–	Sell	-175,909	Closed	-$2.91M	–	100
2020 Q1	$2.91M	Buy	+175,909	New	+$3.56M	1.37%	17

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HBT

Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DJP Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q4 2023 at 6,728 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #120.

Traverso Chambers Private Wealth Management first reported a position in DJP in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.91M in Q1 2020. 140 funds tracked by Wall St. Rank hold DJP as of Q4 2023.

Traverso Chambers Private Wealth Management held 6,728 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $204K as of Q4 2023.
Traverso Chambers Private Wealth Management left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q4 2023.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #120 holding.
Traverso Chambers Private Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2020 and has held it in 13 quarters since.
Traverso Chambers Private Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $2.91M in Q1 2020.
140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.