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 |
|---|---|---|---|---|---|---|---|---|---|
| NET LEASE OFFICE PROPERTIES | COM | 1101 | $1,994 | 81 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ARK ETF TR | ISRAEL INOVATE | 1102 | $1,993 | 100 | 0.00 | 0.00 | 50 | 100.00 | 06-30-2024 |
| ISHARES TR | CORE 1 5 YR USD | 1103 | $1,990 | 42 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NATIONAL GRID PLC | SPONSORED ADR NE | 1104 | $1,988 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
