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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWS CORP NEW CL A | COMMON STOCK | 1001 | $10,945 | 397 | 0.00 | 397 | +Inf | 06-30-2024 | |
| ZIONS BANCORPORATION COM | COMMON STOCK | 1002 | $106,777 | 2,462 | 0.00 | 2,462 | +Inf | 06-30-2024 | |
| ISHARES TR LATIN AMER 40 ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2023 | |
| SEMTECH CORP COM | COMMON STOCK | 1004 | $21,969 | 747 | 0.00 | 747 | +Inf | 09-30-2022 |
