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 |
|---|---|---|---|---|---|---|---|---|---|
| AGCO CORP COM | Stock | 351 | $1,400,761 | 14,311 | 0.00 | 0.00 | -145 | -1.00 | 06-30-2024 |
| LINDE PLC SHS | Stock | 352 | $1,347,136 | 3,070 | 0.00 | 0.00 | -26 | -0.84 | 06-30-2024 |
| SCHWAB CHARLES CORP COM | Stock | 353 | $1,336,586 | 18,138 | 0.00 | 0.00 | 203 | 1.13 | 06-30-2024 |
| ROBINSON ALTERNATIVE YIELD PRE-MERGER SPAC ETF | ETF | 354 | $1,302,696 | 64,458 | 0.00 | 0.00 | -4,096 | -5.97 | 06-30-2024 |
