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 |
|---|---|---|---|---|---|---|---|---|---|
| CASSAVA SCIENCES INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 03-31-2021 | |
| ORASURE TECHNOLOGIES INC COM | COMMON STOCK | 1752 | $595 | 51 | 0.00 | 51 | +Inf | 03-31-2021 | |
| CAPITOL FED FINL INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2020 | |
| C3 AI INC CL A | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 19 | +Inf | 03-31-2024 |
