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 MID-CAP INDEX FUND | ETF | 251 | $652,025 | 2,693 | 0.00 | 0.00 | -18 | -0.66 | 06-30-2024 |
| ISHARES RUSSELL MID-CAP ETF | ETF | 252 | $640,694 | 7,902 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INTEL CORP | COM | 253 | $634,606 | 20,491 | 0.00 | 0.00 | -79 | -0.38 | 06-30-2024 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 254 | $620,094 | 3,988 | 0.00 | 0.00 | 255 | 6.83 | 06-30-2024 |
