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 |
|---|---|---|---|---|---|---|---|---|---|
| DATADOG INC CL A | COM | 301 | $451,140 | 3,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES SELECT DIVIDEND ETF | ETF | 302 | $443,448 | 3,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENTERPRISE PRODUCTS PARTNERS L | COM | 303 | $439,743 | 15,070 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORFOLK SOUTHERN CORP | COM | 304 | $439,651 | 1,725 | 0.00 | 0.00 | 680 | 65.07 | 03-31-2024 |
