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 | MRGSTR MD CP ETF | 251 | $146,706 | 2,093 | 0.00 | 0.00 | -170 | -7.51 | 06-30-2024 |
| BP PLC | SPONSORED ADR | 252 | $145,419 | 4,028 | 0.00 | 0.00 | -239 | -5.60 | 06-30-2024 |
| BLACKROCK RES & COMMODITIES | SHS | 253 | $145,115 | 15,790 | 0.00 | 0.00 | 231 | 1.48 | 06-30-2024 |
| COCA COLA CO | COM | 254 | $144,805 | 2,275 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
