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 |
|---|---|---|---|---|---|---|---|---|---|
| ARCADIUM LITHIUM PLC | COM SHSADDED | Liquidated | $0 | 0 | 0.00 | 842 | +Inf | 06-30-2024 | |
| ALPHABET INC | CALL | Liquidated | $0 | 0 | 0.00 | 3 | +Inf | 06-30-2024 | |
| SYNCHRONY FINANCIAL | COM | 1003 | $3,539 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| OVINTIV INC | COM | 1004 | $3,468 | 74 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
