Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOODY LYNN & LIEBERSON LLC | 04-23-2024 | 03-31-2024 | 236 | 1,487,265,924 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | ETF | 201 | $1,052,395 | 13,178 | 0.00 | 0.00 | -140 | -1.05 | 03-31-2024 |
| METTLER TOLEDO INTERNATIONAL | COM | 202 | $1,045,063 | 785 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES BIOTECHNOLOGY FUND | ETF | 203 | $1,043,558 | 7,605 | 0.00 | 0.00 | -300 | -3.80 | 03-31-2024 |
| VANGUARD DIVIDEND APPRECIATION | ETF | 204 | $1,029,190 | 5,636 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
