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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED INDL TECHNOLOGIES IN | COM | 1151 | $1,427 | 7 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES INC | MSCI SINGPOR ETF | 1152 | $1,392 | 72 | 0.00 | 0.00 | 1 | 1.41 | 06-30-2024 |
| WELLS FARGO CO NEW | CALL | 1153 | $1,385 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ROCKWELL AUTOMATION INC | COM | 1154 | $1,376 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
