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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK MONTREAL QUE COM | Stock | 1101 | $262,656 | 3,132 | 0.00 | 0.00 | -318 | -9.22 | 06-30-2024 |
| IRON MTN INC DEL COM | REIT | 1102 | $262,407 | 2,928 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WYNN RESORTS LTD COM | Stock | 1103 | $261,119 | 2,918 | 0.00 | 0.00 | -257 | -8.09 | 06-30-2024 |
| WEYERHAEUSER CO MTN BE COM NEW | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 143 | 2.01 | 06-30-2024 |
