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
ASE INDL HLDG CO LTD SPONSORED ADR ISIN#US00215W1009 COMMON STOCK ADR Liquidated $422,917 38,482 0.00 0.00 38,482 +Inf 03-31-2024
RIO TINTO PLC SPONSORED ADR ISIN#US7672041008 COMMON STOCK ADR 602 $240,908 3,654 0.00 3,654 +Inf 06-30-2024
INTUITIVE SURGICAL INC COM NEW COMMON STOCK 603 $1,876,377 4,218 0.00 4,218 +Inf 06-30-2024
FISERV INC COM COMMON STOCK 604 $477,822 3,206 0.00 3,206 +Inf 06-30-2024
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