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 |
|---|---|---|---|---|---|---|---|---|---|
| UNIFIRST CORP MASS COM | COMMON STOCK | 951 | $20,412 | 119 | 0.00 | 119 | +Inf | 06-30-2024 | |
| VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | EXCHANGE TRADED FUND | 952 | $48,588 | 655 | 0.00 | 655 | +Inf | 06-30-2024 | |
| METTLER-TOLEDO INTL INC COM | COMMON STOCK | 953 | $58,699 | 42 | 0.00 | 42 | +Inf | 06-30-2024 | |
| STANDEX INTL CORP COM | COMMON STOCK | Liquidated | $39,724 | 218 | 0.00 | 0.00 | 218 | +Inf | 03-31-2024 |
