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 |
|---|---|---|---|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | VCSHS US SMCP HG | 801 | $9,160 | 171 | 0.00 | 0.00 | 1 | 0.59 | 06-30-2024 |
| FIFTH THIRD BANCORP | COM | 802 | $9,123 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NIKE INC | CL B | 803 | $9,120 | 121 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 804 | $9,009 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
