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 TR | U.S. FIN SVC ETF | 601 | $19,954 | 306 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LAS VEGAS SANDS CORP | COM | 603 | $19,913 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | U.S. MED DVC ETF | 604 | $19,838 | 354 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
