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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FRANKLIN TEMPLETON ETF TR FRANKLIN FTSE JAPAN ETF | EXCHANGE TRADED FUND | Liquidated | $58,181 | 1,875 | 0.00 | 0.00 | 988 | 111.39 | 03-31-2024 |
AMPHASTAR PHARMACEUTICALS INC DEL COM | COMMON STOCK | Liquidated | $72,715 | 1,656 | 0.00 | 0.00 | 1,167 | 238.65 | 03-31-2024 |
SIRIUS XM HLDGS INC COM | COMMON STOCK | Liquidated | $4,288 | 784 | 0.00 | 0.00 | -4,536 | -85.26 | 12-31-2023 |
RAMBUS INC DEL COM | COMMON STOCK | 1104 | $9,457 | 153 | 0.00 | 0.00 | -291 | -65.54 | 03-31-2024 |