Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SCHECHTER INVESTMENT ADVISORS LLC | 05-06-2024 | 03-31-2024 | 1452 | 1,336,321,478 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
INTUITIVE SURGICAL INC COM NEW | Stock | 251 | $1,789,386 | 4,484 | 0.00 | 0.00 | -338 | -7.01 | 03-31-2024 |
DANAHER CORPORATION COM | Stock | 252 | $1,787,855 | 7,159 | 0.00 | 0.00 | -360 | -4.79 | 03-31-2024 |
CATERPILLAR INC COM | Stock | 253 | $1,780,576 | 4,859 | 0.00 | 0.00 | -596 | -10.93 | 03-31-2024 |
AGCO CORP COM | Stock | 254 | $1,778,377 | 14,456 | 0.00 | 0.00 | 576 | 4.15 | 03-31-2024 |