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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC COM | Stock | 151 | $2,763,900 | 30,167 | 0.00 | 0.00 | 1,438 | 5.01 | 03-31-2024 |
| KEEN VISION ACQUISITION CORP UNIT | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,600 | -0.98 | 03-31-2024 |
| AIRBNB INC COM CL A | Stock | 153 | $2,699,736 | 16,366 | 0.00 | 0.00 | -287 | -1.72 | 03-31-2024 |
| APPLIED MATLS INC COM | Stock | 154 | $2,665,317 | 12,924 | 0.00 | 0.00 | 2,477 | 23.71 | 03-31-2024 |
