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 |
|---|---|---|---|---|---|---|---|---|---|
| COMPASS DIGITAL ACQUISITN CORP UNIT EX 092926 | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,800 | 14.88 | 12-31-2023 |
| RETAIL OPPORTUNITY INVTS CORP COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,731 | -14.42 | 03-31-2024 |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | ADR | 1303 | $144,081 | 36,201 | 0.00 | 0.00 | 16,650 | 85.16 | 03-31-2024 |
| ARES ACQUISITION CORP II WT EXP | Stock | 1304 | $140,423 | 759,045 | 0.00 | 0.00 | -2,425 | -0.32 | 03-31-2024 |
