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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC COM | Stock | 951 | $357,171 | 8,404 | 0.00 | 0.00 | -1,134 | -11.89 | 06-30-2024 |
| BROWN & BROWN INC COM | Stock | 952 | $354,601 | 3,966 | 0.00 | 0.00 | 7 | 0.18 | 06-30-2024 |
| BERKLEY W R CORP COM | Stock | 953 | $353,217 | 4,495 | 0.00 | 0.00 | -161 | -3.46 | 06-30-2024 |
| MERCADOLIBRE INC COM | Stock | 954 | $348,401 | 212 | 0.00 | 0.00 | -7 | -3.20 | 06-30-2024 |
