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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW COM | Stock | 51 | $7,198,694 | 8,469 | 0.00 | 0.00 | -115 | -1.34 | 06-30-2024 |
| SPARK I ACQUISITION CORP ORD SHS | Stock | 52 | $7,080,549 | 684,111 | 0.00 | 0.00 | 12,835 | 1.91 | 06-30-2024 |
| MASTERCARD INCORPORATED CL A | Stock | 53 | $6,794,204 | 15,401 | 0.00 | 0.00 | -60 | -0.39 | 06-30-2024 |
| ISHARES TIPS BOND ETF | ETF | 54 | $6,596,399 | 61,776 | 0.00 | 0.00 | 740 | 1.21 | 06-30-2024 |
