Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SCHECHTER INVESTMENT ADVISORS LLC 05-06-2024 03-31-2024 1452 1,336,321,478
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ARES ACQUISITION CORP II SHS CLASS A Stock 1 $43,446,326 4,110,343 0.00 0.00 1,137,822 38.28 03-31-2024
APPLE INC COM Stock 2 $42,933,187 250,369 0.00 0.00 -1,611 -0.64 03-31-2024
AGRICULTURE & NAT SOL ACQ CORP SHS CL A Stock 3 $39,962,931 3,935,296 0.00 3,935,296 +Inf 03-31-2024
MERCK & CO INC COM Stock 4 $38,930,676 295,041 0.00 0.00 -61 -0.02 03-31-2024
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