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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 651 | $16,396 | 675 | 0.00 | 0.00 | 250 | 58.82 | 06-30-2024 |
| ONEOK INC NEW | COM | 652 | $16,310 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GARMIN LTD | SHS | 653 | $16,292 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 654 | $16,191 | 252 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
