Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TD CAPITAL MANAGEMENT LLC | 11-09-2023 | 09-30-2023 | 413 | 816,184,275 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 201 | $44,802 | 1,587 | 0.00 | 1,587 | +Inf | 09-30-2023 | |
| GENUINE PARTS CO | COM | 202 | $44,613 | 309 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AT&T INC | COM | 203 | $43,012 | 2,864 | 0.00 | 0.00 | -3,656 | -56.07 | 09-30-2023 |
| ISHARES TR | IBONDS 25 TRM TS | 204 | $42,905 | 1,859 | 0.00 | 0.00 | 19 | 1.03 | 09-30-2023 |
