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 |
|---|---|---|---|---|---|---|---|---|---|
| SUNRUN INC | COM | 1301 | $261 | 22 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BANC OF CALIFORNIA INC | COM | 1302 | $256 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FULGENT GENETICS INC | COM | 1303 | $255 | 13 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AVIENT CORPORATION | COM | 1304 | $238 | 5 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
