Number of Shares
22,574
Previous 25,117 10.12%
Holding current value
$1.55 Billion
Previous $1.79 Billion 13.41%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
N/A
-2,543 Reduced 10.12%
22,574 $1.55 Billion
Q2 2025

Jul 15, 2025

SELL
N/A
-758 Reduced 2.93%
25,117 $1.79 Billion
Q1 2025

Apr 29, 2025

SELL
N/A
-863 Reduced 3.23%
25,875 $2.18 Billion
Q4 2024

Feb 11, 2025

SELL
N/A
-838 Reduced 3.04%
26,738 $2.46 Billion
Q3 2024

Nov 18, 2024

SELL
N/A
-624 Reduced 2.21%
27,576 $3.04 Billion
Q2 2024

Aug 14, 2024

BUY
N/A
28,200 New
28,200 $2.46 Billion
Q1 2024

Aug 16, 2024

SELL
N/A
-597 Reduced 2.12%
27,603 $2.8 Billion
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.