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 | INVSCO BLSH 28 | 701 | $13,965 | 700 | 0.00 | 700 | +Inf | 06-30-2024 | |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 702 | $13,906 | 1,126 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EXPEDIA GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EMERSON ELEC CO | COM | 704 | $13,770 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
