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 |
|---|---|---|---|---|---|---|---|---|---|
| MONGODB INC CL A | COMMON STOCK | Liquidated | $1,793 | 5 | 0.00 | 0.00 | 3 | 150.00 | 03-31-2024 |
| COINBASE GLOBAL INC COM CL A | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 03-31-2023 |
| CABOT CORP COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 03-31-2023 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 | COMMON STOCK ADR | 1554 | $3,082 | 53 | 0.00 | 53 | +Inf | 06-30-2024 |
