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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHAVEST ACQUISITION CORP ORDINARY SHARES | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -13,329 | -6.25 | 12-31-2023 |
| ZOETIS INC CL A | Stock | 202 | $2,084,643 | 12,320 | 0.00 | 0.00 | 1,712 | 16.14 | 03-31-2024 |
| MCDONALDS CORP COM | Stock | 203 | $2,067,008 | 7,331 | 0.00 | 0.00 | -12 | -0.16 | 03-31-2024 |
| GOLUB CAP BDC INC COM | CEF | 204 | $2,057,430 | 123,718 | 0.00 | 0.00 | -9,256 | -6.96 | 03-31-2024 |
