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 |
|---|---|---|---|---|---|---|---|---|---|
| WATSCO INC | COM | 251 | $681,649 | 1,578 | 0.00 | 0.00 | -33 | -2.05 | 03-31-2024 |
| VANGUARD MID-CAP INDEX FUND | ETF | 252 | $677,421 | 2,711 | 0.00 | 0.00 | 78 | 2.96 | 03-31-2024 |
| ISHARES S&P SMALL-CAP FUND | ETF | 253 | $672,625 | 6,086 | 0.00 | 0.00 | -102 | -1.65 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 254 | $672,288 | 3,399 | 0.00 | 0.00 | -10 | -0.29 | 03-31-2024 |
