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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC COM | Stock | 301 | $1,573,541 | 7,952 | 0.00 | 0.00 | 5,584 | 235.81 | 06-30-2024 |
| WELLS FARGO CO NEW COM | Stock | 302 | $1,553,217 | 26,153 | 0.00 | 0.00 | -834 | -3.09 | 06-30-2024 |
| PEPSICO INC COM | Stock | 303 | $1,549,014 | 9,392 | 0.00 | 0.00 | 857 | 10.04 | 06-30-2024 |
| GALLAGHER ARTHUR J & CO COM | Stock | 304 | $1,542,894 | 5,950 | 0.00 | 0.00 | -37 | -0.62 | 06-30-2024 |
