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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC COMPANY R/S EFF 8/2/21 1 OLD/ .125 NEW CU 369604301 GENERAL ELECTRIC CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 03-31-2022 |
| PENNYMAC FINL SVCS INC NEW COM | COMMON STOCK | 452 | $11,488 | 130 | 0.00 | 130 | +Inf | 12-31-2023 | |
| FIDELITY NATL FINL INC NEW FNF GROUP COM | COMMON STOCK | 453 | $642,559 | 13,002 | 0.00 | 13,002 | +Inf | 06-30-2024 | |
| QUANTA SVCS INC COM | COMMON STOCK | 454 | $574,497 | 2,261 | 0.00 | 2,261 | +Inf | 06-30-2024 |
