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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 51 | $1,276,500 | 23,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TORONTO DOMINION BK ONT COM NEW | Stock | 52 | $1,263,558 | 22,991 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROLOGIS INC. COM | REIT | 53 | $1,246,529 | 11,099 | 0.00 | 0.00 | 403 | 3.77 | 06-30-2024 |
| LOCKHEED MARTIN CORP COM | Stock | 54 | $1,246,456 | 2,669 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
