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 |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | 401 | $226,962 | 3,598 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BRINKER CAP DESTINATIONS TR DE | MF | Liquidated | $0 | 0 | 0.00 | 17,127 | +Inf | 06-30-2024 | |
| ISHARES RUSSELL 1000 GROWTH ET | ETF | 403 | $225,267 | 618 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NORFOLK SOUTHERN CORP | COM | 404 | $224,351 | 1,045 | 0.00 | 0.00 | -680 | -39.42 | 06-30-2024 |
