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 |
|---|---|---|---|---|---|---|---|---|---|
| IRON MTN INC DEL COM | REIT | 1151 | $234,856 | 2,928 | 0.00 | 2,928 | +Inf | 03-31-2024 | |
| SEMPRA COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -435 | -12.17 | 03-31-2024 |
| ALTRIA GROUP INC COM | Stock | 1153 | $234,414 | 5,374 | 0.00 | 0.00 | -68 | -1.25 | 03-31-2024 |
| QUETTA ACQUISITION CORP UNIT | Stock | Liquidated | $0 | 0 | 0.00 | 22,900 | +Inf | 03-31-2024 |
