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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP COM | COMMON STOCK | 901 | $135,052 | 2,255 | 0.00 | 2,255 | +Inf | 06-30-2024 | |
| DOLLAR TREE INC COM | COMMON STOCK | 902 | $20,820 | 195 | 0.00 | 195 | +Inf | 06-30-2024 | |
| CASELLA WASTE SYS INC CL A | COMMON STOCK | Liquidated | $32,726 | 331 | 0.00 | 0.00 | 331 | +Inf | 03-31-2024 |
| LENNAR CORP CL A | COMMON STOCK | 904 | $698,394 | 4,660 | 0.00 | 4,660 | +Inf | 06-30-2024 |
