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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | ETF | 751 | $538,801 | 7,478 | 0.00 | 0.00 | -406 | -5.15 | 06-30-2024 |
| TECK RESOURCES LTD CL B | Stock | 752 | $538,060 | 11,233 | 0.00 | 0.00 | 66 | 0.59 | 06-30-2024 |
| ORGANON & CO COMMON STOCK | Stock | 753 | $533,895 | 25,792 | 0.00 | 0.00 | -279 | -1.07 | 06-30-2024 |
| MOODYS CORP COM | Stock | 754 | $532,322 | 1,265 | 0.00 | 0.00 | 63 | 5.24 | 06-30-2024 |
