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 |
|---|---|---|---|---|---|---|---|---|---|
| HF SINCLAIR CORP COM | COMMON STOCK | Liquidated | $140,541 | 2,328 | 0.00 | 0.00 | 1,120 | 92.72 | 03-31-2024 |
| UNITED MICROELECTRONICS CORP SPONSORED ADR NEW | COMMON STOCK ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -23,160 | -99.48 | 03-31-2022 |
| MURPHY OIL CORP COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -386 | -100.00 | 03-31-2024 |
| ISHARES INC MSCI WORLD INDEX FD | EXCHANGE TRADED FUND | Liquidated | $606,599 | 4,186 | 0.00 | 0.00 | -24,964 | -85.64 | 03-31-2024 |
