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
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
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