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 |
---|---|---|---|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC COM | Stock | 801 | $475,544 | 11,531 | 0.00 | 0.00 | 3,944 | 51.98 | 06-30-2024 |
CORPAY INC COM SHS | Stock | 802 | $473,800 | 1,779 | 0.00 | 0.00 | -71 | -3.84 | 06-30-2024 |
AFLAC INC COM | Stock | 803 | $473,394 | 5,301 | 0.00 | 0.00 | -153 | -2.81 | 06-30-2024 |
BOEING CO COM | Stock | 804 | $471,345 | 2,590 | 0.00 | 0.00 | -236 | -8.35 | 06-30-2024 |