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 MEGA CAP GROWTH ETF | ETF | 901 | $387,911 | 1,235 | 0.00 | 0.00 | -2,355 | -65.60 | 06-30-2024 |
| YUM BRANDS INC COM | Stock | 902 | $387,785 | 2,928 | 0.00 | 0.00 | 62 | 2.16 | 06-30-2024 |
| DOLLAR GEN CORP NEW COM | Stock | 903 | $381,219 | 2,883 | 0.00 | 0.00 | 533 | 22.68 | 06-30-2024 |
| GENERATION ASIA I ACQUISITION CL A ORD SHS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -610 | -1.73 | 06-30-2024 |
