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 |
|---|---|---|---|---|---|---|---|---|---|
| CNH INDL N V SHS ISIN#NL0010545661 | COMMON STOCK | Liquidated | $358,279 | 27,645 | 0.00 | 0.00 | 27,645 | +Inf | 03-31-2024 |
| KOHLS CORP COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -316 | -100.00 | 03-31-2024 |
| PRUDENTIAL PLC ADR ISIN#US74435K2042 | COMMON STOCK ADR | 503 | $310,927 | 16,972 | 0.00 | 16,972 | +Inf | 06-30-2024 | |
| GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF | EXCHANGE TRADED FUND | Liquidated | $410,593 | 3,956 | 0.00 | 0.00 | -1,106 | -21.85 | 03-31-2024 |
