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 |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON CO COM | COMMON STOCK | 401 | $69,249 | 2,050 | 0.00 | 2,050 | +Inf | 06-30-2024 | |
| TORONTO DOMINION BK ISIN#CA8911605092 | COMMON STOCK | 402 | $11,542 | 210 | 0.00 | 210 | +Inf | 06-30-2024 | |
| COSTCO WHOLESALE CORP NEW COM | COMMON STOCK | 403 | $2,718,268 | 3,198 | 0.00 | 3,198 | +Inf | 06-30-2024 | |
| SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF | EXCHANGE TRADED FUND | Liquidated | $1,304,895 | 51,740 | 0.00 | 0.00 | 23,361 | 82.32 | 03-31-2024 |
