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 |
|---|---|---|---|---|---|---|---|---|---|
| DIODES INC COM | COMMON STOCK | Liquidated | $6,204 | 88 | 0.00 | 0.00 | -721 | -89.12 | 03-31-2024 |
| ISHARES TR U S HEALTHCARE ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -250 | -100.00 | 03-31-2024 |
| INTEGRA LIFESCIENCES HLDGS CORP COM NEW | COMMON STOCK | 803 | $19,817 | 559 | 0.00 | 0.00 | -762 | -57.68 | 03-31-2024 |
| MUELLER INDS INC COM | COMMON STOCK | Liquidated | $166,050 | 3,079 | 0.00 | 0.00 | 2,376 | 337.98 | 03-31-2024 |
