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
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
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