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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL COM NEW | Stock | 201 | $264,283 | 6,657 | 0.00 | 0.00 | 336 | 5.32 | 06-30-2024 |
| CROWN HLDGS INC COM | Stock | 202 | $262,969 | 3,535 | 0.00 | 0.00 | 17 | 0.48 | 06-30-2024 |
| REGENERON PHARMACEUTICALS COM | Stock | 203 | $261,405 | 249 | 0.00 | 0.00 | 23 | 10.18 | 06-30-2024 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 204 | $259,323 | 2,350 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
