Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LRI INVESTMENTS LLC | 07-24-2024 | 06-30-2024 | 1364 | 878,669,936 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO COM | Stock | 101 | $592,000 | 5,374 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES MORNINGSTAR GROWTH ETF | ETF | 102 | $588,594 | 7,230 | 0.00 | 0.00 | -250 | -3.34 | 06-30-2024 |
| COSTCO WHSL CORP NEW COM | Stock | 103 | $584,330 | 687 | 0.00 | 0.00 | 15 | 2.23 | 06-30-2024 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 104 | $582,470 | 1,309 | 0.00 | 0.00 | 151 | 13.04 | 06-30-2024 |
