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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT HALF INC COM | COMMON STOCK | 1201 | $8,893 | 139 | 0.00 | 139 | +Inf | 06-30-2024 | |
| MONOGRAM TECHNOLOGIES INC COM | COMMON STOCK | 1202 | $13,962 | 3,508 | 0.00 | 3,508 | +Inf | 06-30-2023 | |
| PINTEREST INC CL A | COMMON STOCK | Liquidated | $74,714 | 2,155 | 0.00 | 0.00 | 1,601 | 288.99 | 03-31-2024 |
| WNS (HOLDINGS) LIMITED REGISTERED SHS ISIN#JE00BQC4YW14 | COMMON STOCK | Liquidated | $13,795 | 273 | 0.00 | 0.00 | 273 | +Inf | 03-31-2024 |
