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 |
|---|---|---|---|---|---|---|---|---|---|
| ENSIGN GROUP INC | COM | 751 | $11,627 | 94 | 0.00 | 94 | +Inf | 06-30-2024 | |
| TORONTO DOMINION BK ONT | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CONSTELLATION BRANDS INC | CL A | 753 | $11,578 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JPMORGAN CHASE FINL CO LLC | CAL LKD 44 | 754 | $11,576 | 400 | 0.00 | 400 | +Inf | 06-30-2024 |
