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 |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC COM | Stock | 651 | $16,436 | 78 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CYBERARK SOFTWARE LTD SHS | Stock | 652 | $16,405 | 60 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COCA COLA CONS INC COM | Stock | 653 | $16,275 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MATSON INC COM | Stock | 654 | $16,240 | 124 | 0.00 | 0.00 | -35 | -22.01 | 06-30-2024 |
