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
RITHM CAPITAL CORP COM NEW REIT 1351 $120,632 11,057 0.00 0.00 579 5.53 06-30-2024
NUVEEN PFD & INCOME OPPORTUNIT COM CEF 1352 $116,480 15,593 0.00 0.00 2,371 17.93 06-30-2024
AEGON LTD AMER REG 1 CERT ADR 1353 $99,478 16,228 0.00 0.00 0 0.00 06-30-2024
ARES ACQUISITION CORP II WT EXP Stock 1354 $96,965 745,885 0.00 0.00 -13,160 -1.73 06-30-2024
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