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 |
|---|---|---|---|---|---|---|---|---|---|
| VERALTO CORP | COM SHS | 951 | $4,869 | 51 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VALERO ENERGY CORP | COM | 952 | $4,860 | 31 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 953 | $4,858 | 128 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MIDDLEFIELD BANC CORP | COM NEW | 954 | $4,810 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
