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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERBRIDGE INC C/A EFF 07/03/24 1 OLD / USD 35 | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 5 | +Inf | 03-31-2024 | |
| PARAMOUNT GLOBAL CL A | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -101 | -100.00 | 03-31-2024 |
| CO-DIAGNOSTICS INC COM | COMMON STOCK | 1853 | $334 | 35 | 0.00 | 35 | +Inf | 03-31-2021 | |
| VAREX IMAGING CORP COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 06-30-2020 |
