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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE INDIA EARNINGS FUND | ETF | 301 | $439,445 | 9,102 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ENTERPRISE PRODUCTS PARTNERS L | COM | 302 | $436,729 | 15,070 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES SELECT DIVIDEND ETF | ETF | 303 | $435,528 | 3,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALLSTATE CORP | COM | 304 | $430,443 | 2,696 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
