Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOODY LYNN & LIEBERSON LLC | 07-25-2024 | 06-30-2024 | 235 | 1,527,494,250 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION | ETF | 201 | $1,026,114 | 5,621 | 0.00 | 0.00 | -15 | -0.27 | 06-30-2024 |
| PRINCIPAL FUNDS INC MID CAP FU | MF | 202 | $979,405 | 23,680 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DISNEY WALT CO | COM | 203 | $962,716 | 9,696 | 0.00 | 0.00 | 15 | 0.15 | 06-30-2024 |
| ISHARES BIOTECHNOLOGY FUND | ETF | 204 | $961,506 | 7,005 | 0.00 | 0.00 | -600 | -7.89 | 06-30-2024 |
