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
FREEPORT-MCMORAN INC CL B Stock 651 $678,735 13,966 0.00 0.00 782 5.93 06-30-2024
ARISTA NETWORKS INC COM Stock 652 $675,025 1,926 0.00 0.00 -221 -10.29 06-30-2024
PFIZER INC COM Stock 653 $668,974 23,909 0.00 0.00 10,697 80.96 06-30-2024
WASTE MGMT INC DEL COM Stock 654 $654,740 3,069 0.00 0.00 67 2.23 06-30-2024
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