Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TYLER-STONE WEALTH MANAGEMENT | 08-14-2024 | 06-30-2024 | 979 | 243,363,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 101 | $491,320 | 5,846 | 0.00 | 0.00 | 10 | 0.17 | 06-30-2024 |
| PEPSICO INC | COM | 102 | $470,255 | 2,851 | 0.00 | 0.00 | -30 | -1.04 | 06-30-2024 |
| PFIZER INC | COM | 103 | $470,179 | 16,804 | 0.00 | 0.00 | -239 | -1.40 | 06-30-2024 |
| GENERAL MLS INC | COM | 104 | $465,467 | 7,358 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
