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
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Issuer
Class
Position
Value
Shares
Portfolio Percentage (%)
Previous Percentage (%)
Shares Delta
Shares Delta(%)
Date Reported
US BANCORP DEL COM NEWCOMMON STOCK51$7,427,036187,0790.00187,079+Inf06-30-2024
INTUIT COMCOMMON STOCK52$5,899,7748,9770.008,977+Inf06-30-2024
VANGUARD INDEX FDS VANGUARD MID-CAP ETFEXCHANGE TRADED FUND53$12,091,30049,9430.0049,943+Inf06-30-2024
BOSTON SCIENTIFIC CORP COMCOMMON STOCK54$3,957,31351,3870.0051,387+Inf06-30-2024
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