Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SCHECHTER INVESTMENT ADVISORS LLC | 08-12-2024 | 06-30-2024 | 1443 | 1,327,425,796 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ILLINOIS TOOL WKS INC COM | Stock | 701 | $615,860 | 2,599 | 0.00 | 0.00 | -627 | -19.44 | 06-30-2024 |
PENSKE AUTOMOTIVE GRP INC COM | Stock | 702 | $614,558 | 4,124 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CONSTELLATION ENERGY CORP COM | Stock | 703 | $614,448 | 3,068 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HSBC HLDGS PLC SPON ADR NEW | ADR | 704 | $613,675 | 14,107 | 0.00 | 0.00 | 730 | 5.46 | 06-30-2024 |