Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS LLC | 05-06-2024 | 03-31-2024 | 1452 | 1,336,321,478 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 1001 | $316,146 | 31,583 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VICI PPTYS INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,364 | -12.12 | 03-31-2024 |
| NUVEEN CALIFORNIA MUNI VLU FD COM STK | CEF | 1003 | $315,189 | 35,021 | 0.00 | 0.00 | -3,360 | -8.75 | 03-31-2024 |
| STARWOOD PPTY TR INC COM | REIT | 1004 | $314,505 | 15,470 | 0.00 | 0.00 | 345 | 2.28 | 03-31-2024 |
