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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | DISRUPTIVE TECH | 551 | $25,750 | 625 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | 552 | $25,604 | 265 | 0.00 | 265 | +Inf | 06-30-2024 | |
| HEWLETT PACKARD ENTERPRISE C | COM | 553 | $25,404 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR SER TR | S&P BK ETF | 554 | $25,184 | 543 | 0.00 | 0.00 | 1 | 0.18 | 06-30-2024 |
