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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO | COM | Liquidated | $0 | 0 | 0.00 | 7,577 | +Inf | 06-30-2024 | |
| JACOBS SOLUTIONS INC | COM | 352 | $294,090 | 2,105 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIDELITY TR 500 INDEX FUND | MF | 353 | $288,200 | 1,515 | 0.00 | 0.00 | 187 | 14.08 | 06-30-2024 |
| LOWES COS INC | COM | 354 | $278,000 | 1,261 | 0.00 | 0.00 | 121 | 10.61 | 06-30-2024 |
