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 |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY SELECT SECTOR SPDR FUND | ETF | 401 | $1,208,639 | 13,260 | 0.00 | 0.00 | -370 | -2.71 | 06-30-2024 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 402 | $1,199,618 | 13,615 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | ADR | 403 | $1,189,653 | 110,153 | 0.00 | 0.00 | -17,739 | -13.87 | 06-30-2024 |
| JACOBS SOLUTIONS INC COM | Stock | 404 | $1,184,769 | 8,480 | 0.00 | 0.00 | 432 | 5.37 | 06-30-2024 |
