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 |
|---|---|---|---|---|---|---|---|---|---|
| STAAR SURGICAL CO COM NEW PAR $0 01 | COMMON STOCK | 1301 | $4,432 | 142 | 0.00 | 0.00 | 60 | 73.17 | 12-31-2023 |
| ARBOR RLTY TR INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2023 | |
| TELADOC HEALTH INC COM | COMMON STOCK | Liquidated | $3,201 | 212 | 0.00 | 0.00 | -144 | -40.45 | 03-31-2024 |
| TAL ED GROUP ADS REPSTG COM SHS ISIN# US8740801043 | COMMON STOCK ADR | 1304 | $9,194 | 810 | 0.00 | 810 | +Inf | 03-31-2024 |
