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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL SHIP LEASE INC REGISTERED SHS A ISIN#MHY271836006 | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 959 | +Inf | 03-31-2020 | |
| EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FD COM | MUTUAL FUND CLOSED END | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 03-31-2024 |
| KFORCE INC COM | COMMON STOCK | Liquidated | $16,361 | 232 | 0.00 | 0.00 | 18 | 8.41 | 03-31-2024 |
| CARLYLE SECD LENDING INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 5,262 | +Inf | 12-31-2019 |
