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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 551 | $871,781 | 17,014 | 0.00 | 0.00 | -226 | -1.31 | 06-30-2024 |
| BHP GROUP LTD SPONSORED ADS | ADR | 552 | $865,484 | 15,160 | 0.00 | 0.00 | 1,130 | 8.05 | 06-30-2024 |
| TOYOTA MOTOR CORP ADS | ADR | 553 | $854,921 | 4,171 | 0.00 | 0.00 | -127 | -2.95 | 06-30-2024 |
| ORANGE SPONSORED ADR | ADR | 554 | $845,694 | 84,654 | 0.00 | 0.00 | 11,742 | 16.10 | 06-30-2024 |
