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 |
|---|---|---|---|---|---|---|---|---|---|
| NISOURCE INC COM | COMMON STOCK | 251 | $2,219,724 | 77,047 | 0.00 | 77,047 | +Inf | 06-30-2024 | |
| MONOLITHIC PWR SYS INC COM | COMMON STOCK | 252 | $1,814,269 | 2,208 | 0.00 | 2,208 | +Inf | 06-30-2024 | |
| CATERPILLAR INS COM | COMMON STOCK | 253 | $1,066,586 | 3,202 | 0.00 | 3,202 | +Inf | 06-30-2024 | |
| INTERCONTINENTAL EXCHANGE INC COM | COMMON STOCK | 254 | $2,376,478 | 17,360 | 0.00 | 17,360 | +Inf | 06-30-2024 |
