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 |
|---|---|---|---|---|---|---|---|---|---|
| AMETEK INC NEW COM | COMMON STOCK | 151 | $3,991,704 | 23,944 | 0.00 | 23,944 | +Inf | 06-30-2024 | |
| KLA CORP COM | COMMON STOCK | 152 | $5,508,551 | 6,681 | 0.00 | 6,681 | +Inf | 06-30-2024 | |
| HUNTINGTON BANCSHARES INC COM | COMMON STOCK | 153 | $3,113,116 | 236,200 | 0.00 | 236,200 | +Inf | 06-30-2024 | |
| RTX CORP COM | COMMON STOCK | Liquidated | $4,915,317 | 50,398 | 0.00 | 0.00 | 16,861 | 50.28 | 03-31-2024 |
