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 |
|---|---|---|---|---|---|---|---|---|---|
| BATTERY FUTURE ACQUISITION COR CL A ORD SHS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,980 | -4.73 | 06-30-2024 |
| ALERIAN MLP ETF | ETF | 152 | $2,869,012 | 59,796 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MEDPACE HLDGS INC COM | Stock | 153 | $2,855,356 | 6,933 | 0.00 | 0.00 | 90 | 1.32 | 06-30-2024 |
| CHENGHE ACQUISITION II CO UNIT EXP 053031 | Stock | 154 | $2,752,750 | 275,000 | 0.00 | 275,000 | +Inf | 06-30-2024 |
