Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MOODY LYNN & LIEBERSON LLC | 07-25-2024 | 06-30-2024 | 235 | 1,527,494,250 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PALO ALTO NETWORKS INC | COM | 51 | $6,875,462 | 20,281 | 0.00 | 0.00 | -104 | -0.51 | 06-30-2024 |
INTUITIVE SURGICAL INC NEW | COM | 52 | $6,769,282 | 15,217 | 0.00 | 0.00 | 33 | 0.22 | 06-30-2024 |
HITACHI LTD ADR 2 | COM | 53 | $5,825,857 | 25,872 | 0.00 | 25,872 | +Inf | 06-30-2024 | |
ISHARES MSCI JAPAN ETF | ETF | Liquidated | $0 | 0 | 0.00 | 80,163 | +Inf | 06-30-2024 |