Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | 08-14-2024 | 06-30-2024 | 979 | 243,363,606 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL PAPER CO | CALL | Liquidated | $0 | 0 | 0.00 | 4 | +Inf | 06-30-2024 | |
BECTON DICKINSON & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BEST BUY INC | COM | 1053 | $2,950 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
LPL FINL HLDGS INC | CALL | 1054 | $2,950 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |