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 |
|---|---|---|---|---|---|---|---|---|---|
| NOKIA CORP SPONSORED ADR | COMMON STOCK ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 03-31-2024 |
| CASS INFORMATION SYS INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -100.00 | 03-31-2022 |
| UPSTART HLDGS INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 03-31-2024 | |
| SPHERE ENTMT CORP CL A | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 03-31-2022 |
