Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SCHECHTER INVESTMENT ADVISORS LLC | 08-12-2024 | 06-30-2024 | 1443 | 1,327,425,796 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NICE LTD SPONSORED ADR | ADR | 1151 | $240,414 | 1,398 | 0.00 | 0.00 | -323 | -18.77 | 06-30-2024 |
JONES LANG LASALLE INC COM | Stock | 1152 | $240,178 | 1,170 | 0.00 | 0.00 | -10 | -0.85 | 06-30-2024 |
PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 108 | 4.46 | 06-30-2024 |
NEWMONT CORP COM | Stock | 1154 | $238,576 | 5,698 | 0.00 | 5,698 | +Inf | 06-30-2024 |