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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 151 | $302,237 | 2,441 | 0.00 | 0.00 | -7 | -0.29 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 152 | $302,103 | 1,832 | 0.00 | 0.00 | -49 | -2.60 | 06-30-2024 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 153 | $300,201 | 15,750 | 0.00 | 0.00 | 25 | 0.16 | 06-30-2024 |
| NORFOLK SOUTHN CORP | COM | 154 | $296,724 | 1,382 | 0.00 | 0.00 | -30 | -2.12 | 06-30-2024 |
