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 |
|---|---|---|---|---|---|---|---|---|---|
| REINSURANCE GRP OF AMERICA I | COM NEW | 351 | $74,924 | 365 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SILA REALTY TRUST INC | COMMON STOCK | 352 | $74,645 | 3,526 | 0.00 | 3,526 | +Inf | 06-30-2024 | |
| DANAHER CORPORATION | COM | 353 | $72,746 | 291 | 0.00 | 0.00 | 60 | 25.97 | 06-30-2024 |
| ISHARES TR | U.S. UTILITS ETF | 354 | $71,358 | 812 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
