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 |
|---|---|---|---|---|---|---|---|---|---|
| AZEK CO INC | CL A | 851 | $7,036 | 167 | 0.00 | 0.00 | -67 | -28.63 | 06-30-2024 |
| ISHARES TR | S&P MC 400VL ETF | 852 | $7,035 | 62 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MCKESSON CORP | COM | 853 | $7,008 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DOXIMITY INC | CL A | 854 | $6,993 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
