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 |
|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | ADR | 1201 | $996 | 93 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MARATHON DIGITAL HOLDINGS IN | COM | 1202 | $993 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
