Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS LLC | 08-12-2024 | 06-30-2024 | 1443 | 1,327,425,796 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $52,524,142 | 249,378 | 0.00 | 0.00 | -991 | -0.40 | 06-30-2024 |
| AGRICULTURE & NAT SOL ACQ CORP SHS CL A | Stock | 2 | $41,427,896 | 4,045,693 | 0.00 | 0.00 | 110,397 | 2.81 | 06-30-2024 |
| ARES ACQUISITION CORP II SHS CLASS A | Stock | 3 | $39,072,121 | 3,661,867 | 0.00 | 0.00 | -448,476 | -10.91 | 06-30-2024 |
| MERCK & CO INC COM | Stock | 4 | $36,557,432 | 295,294 | 0.00 | 0.00 | 253 | 0.09 | 06-30-2024 |
