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 |
|---|---|---|---|---|---|---|---|---|---|
| MODERNA INC | COM | 401 | $51,063 | 430 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | INDXX INOVTV ETF | 402 | $51,032 | 1,175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WILLIAMS COS INC | COM | 403 | $51,000 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SYLVAMO CORP | COMMON STOCK | 404 | $50,421 | 735 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
