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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR U S FINL SVCS ETF | EXCHANGE TRADED FUND | Liquidated | $131,539 | 1,984 | 0.00 | 0.00 | 1,259 | 173.66 | 03-31-2024 |
| PULTEGROUP INC COM | COMMON STOCK | 752 | $206,217 | 1,873 | 0.00 | 1,873 | +Inf | 06-30-2024 | |
| COMMERCIAL METALS CO COM | COMMON STOCK | Liquidated | $302,842 | 5,153 | 0.00 | 0.00 | 4,128 | 402.73 | 03-31-2024 |
| 2U INC R/S EFF 06/14/2024 1 NEW CU 90214J200 2U INC FOR 30 OLD | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -56 | -100.00 | 03-31-2024 |
