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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF | EXCHANGE TRADED FUND | 351 | $1,493,026 | 8,180 | 0.00 | 8,180 | +Inf | 06-30-2024 | |
| MODERNA INC COM | COMMON STOCK | 352 | $66,381 | 559 | 0.00 | 559 | +Inf | 06-30-2024 | |
| VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF | EXCHANGE TRADED FUND | 353 | $462,574 | 1,739 | 0.00 | 1,739 | +Inf | 06-30-2024 | |
| PAYPAL HLDGS INC COM | COMMON STOCK | 354 | $926,391 | 15,964 | 0.00 | 15,964 | +Inf | 06-30-2024 |
