Number of Shares
3,658
Holding current value
$285 Million
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
3,658 New
3,658 $285 Million
Q1 2024

Aug 16, 2024

BUY
N/A
1,938 Added 199.79%
2,908 $264 Million
Q4 2023

Aug 16, 2024

SELL
N/A
-162 Reduced 14.31%
970 $75 Million
Q3 2023

Aug 16, 2024

BUY
N/A
38 Added 3.47%
1,132 $77 Million
Q2 2023

Aug 16, 2024

SELL
N/A
-4,137 Reduced 79.09%
1,094 $88.9 Million
Q1 2023

Aug 16, 2024

BUY
N/A
1,573 Added 43.0%
5,231 $429 Million
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.