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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL COM NEW | COMMON STOCK | 51 | $7,427,036 | 187,079 | 0.00 | 187,079 | +Inf | 06-30-2024 | |
| INTUIT COM | COMMON STOCK | 52 | $5,899,774 | 8,977 | 0.00 | 8,977 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS VANGUARD MID-CAP ETF | EXCHANGE TRADED FUND | 53 | $12,091,300 | 49,943 | 0.00 | 49,943 | +Inf | 06-30-2024 | |
| BOSTON SCIENTIFIC CORP COM | COMMON STOCK | 54 | $3,957,313 | 51,387 | 0.00 | 51,387 | +Inf | 06-30-2024 |
