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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | BLACKROCK SH DUR | 501 | $30,953 | 615 | 0.00 | 0.00 | -600 | -49.38 | 06-30-2024 |
| YUM CHINA HLDGS INC | COM | 502 | $30,840 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES INC | MSCI EURZONE ETF | 503 | $30,760 | 630 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GOODYEAR TIRE & RUBR CO | COM | 504 | $30,645 | 2,700 | 0.00 | 0.00 | -300 | -10.00 | 06-30-2024 |
