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 |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA PLC | SPONSORED ADR | 301 | $108,796 | 1,395 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 302 | $108,765 | 4,925 | 0.00 | 0.00 | 2,820 | 133.97 | 06-30-2024 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 303 | $108,392 | 1,550 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PINTEREST INC | CL A | 304 | $104,975 | 2,382 | 0.00 | 0.00 | -200 | -7.75 | 06-30-2024 |
