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 |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY COM NEW | Stock | 251 | $1,799,118 | 18,511 | 0.00 | 0.00 | 2,113 | 12.89 | 06-30-2024 |
| ISHARES RUSSELL 2000 ETF | ETF | 252 | $1,798,611 | 8,865 | 0.00 | 0.00 | -106 | -1.18 | 06-30-2024 |
| THUNDER BRDG CAP PRTNRS IV INC CLASS A COM | Stock | 253 | $1,790,085 | 171,300 | 0.00 | 171,300 | +Inf | 06-30-2024 | |
| SOUTHERN CO COM | Stock | 254 | $1,789,793 | 23,073 | 0.00 | 0.00 | 10,415 | 82.28 | 06-30-2024 |
