Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | 08-16-2024 | 12-31-2023 | 1217 | 2,766,339,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO COM | COMMON STOCK | 101 | $4,986,977 | 78,350 | 0.00 | 78,350 | +Inf | 06-30-2024 | |
| ALPHABET INC CAP STK CL C | COMMON STOCK | 102 | $6,458,402 | 35,211 | 0.00 | 35,211 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | EXCHANGE TRADED FUND | 103 | $5,785,706 | 21,628 | 0.00 | 21,628 | +Inf | 06-30-2024 | |
| TRUIST FINL CORP COM | COMMON STOCK | 104 | $3,005,048 | 77,350 | 0.00 | 77,350 | +Inf | 06-30-2024 |
