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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR REAL ESTATE SELECT SECTOR SPDR FD | EXCHANGE TRADED FUND | 1351 | $7,273 | 178 | 0.00 | 178 | +Inf | 06-30-2022 | |
| PROTO LABS INC COM | COMMON STOCK | Liquidated | $6,078 | 170 | 0.00 | 0.00 | -49 | -22.37 | 03-31-2024 |
| BOSTON BEER INC CL A | COMMON STOCK | Liquidated | $12,481 | 41 | 0.00 | 0.00 | -1,561 | -97.44 | 03-31-2024 |
| GLOBANT S A COM ISIN#LU0974299876 | COMMON STOCK | Liquidated | $28,872 | 143 | 0.00 | 0.00 | 99 | 225.00 | 03-31-2024 |
