Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LRI INVESTMENTS LLC | 05-14-2024 | 03-31-2024 | 1371 | 745,844,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LANCASTER COLONY CORP COM | Stock | 801 | $7,853 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
| JANUS HENDERSON GROUP PLC ORD SHS | Stock | 802 | $7,807 | 237 | 0.00 | 237 | +Inf | 03-31-2024 | |
| FIDELITY BLUE CHIP GROWTH ETF | ETF | 803 | $7,772 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| ABM INDS INC COM | Stock | 804 | $7,698 | 168 | 0.00 | 168 | +Inf | 03-31-2024 |
