Tyler-Stone Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Tyler-Stone Wealth Management’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-350	Closed	-$5.42K	–	819
2024 Q2	$5.42K	Hold	350	–	–	﹤0.01%	744
2024 Q1	$5.47K	Hold	350	–	–	﹤0.01%	742
2023 Q4	$4.9K	Hold	350	–	–	﹤0.01%	733
2023 Q3	$4K	Hold	350	–	–	﹤0.01%	755
2023 Q2	$4K	Buy	+350	New	+$4.29K	﹤0.01%	742
2022 Q4	$4K	Hold	350	–	–	﹤0.01%	697
2022 Q3	$4K	Hold	350	–	–	﹤0.01%	682
2022 Q2	$4K	Hold	350	–	–	﹤0.01%	703
2022 Q1	$5K	Hold	350	–	–	﹤0.01%	678
2021 Q4	$5K	Buy	+350	New	+$5.1K	﹤0.01%	708

Other funds holding SCD

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return