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 |
|---|---|---|---|---|---|---|---|---|---|
| BLUE OWL CAPITAL CORPORATION | COM | 451 | $40,550 | 2,640 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 452 | $40,012 | 432 | 0.00 | 0.00 | 111 | 34.58 | 06-30-2024 |
| DOW INC | COM | 453 | $39,787 | 750 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMEREN CORP | COM | 454 | $39,679 | 558 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
