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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 201 | $212,391 | 6,732 | 0.00 | 0.00 | -1,427 | -17.49 | 06-30-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 202 | $202,954 | 4,170 | 0.00 | 0.00 | 3,570 | 595.00 | 06-30-2024 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 203 | $199,082 | 2,839 | 0.00 | 0.00 | -278 | -8.92 | 06-30-2024 |
| ARK ETF TR | INNOVATION ETF | 204 | $198,086 | 4,507 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
