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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 51 | $852,660 | 28,845 | 0.00 | 28,845 | +Inf | 06-30-2024 | |
| ISHARES TR | CORE S&P MCP ETF | 52 | $829,681 | 14,178 | 0.00 | 0.00 | 1,915 | 15.62 | 06-30-2024 |
| META PLATFORMS INC | CL A | 53 | $826,229 | 1,639 | 0.00 | 0.00 | 147 | 9.85 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 54 | $820,485 | 33,737 | 0.00 | 33,737 | +Inf | 06-30-2024 |
