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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 301 | $1,531,984 | 2,914 | 0.00 | 0.00 | -514 | -14.99 | 03-31-2024 |
| PROLOGIS INC. COM | REIT | 302 | $1,513,587 | 11,623 | 0.00 | 0.00 | 375 | 3.33 | 03-31-2024 |
| CADENCE DESIGN SYSTEM INC COM | Stock | 303 | $1,499,228 | 4,816 | 0.00 | 0.00 | 869 | 22.02 | 03-31-2024 |
| GALLAGHER ARTHUR J & CO COM | Stock | 304 | $1,496,990 | 5,987 | 0.00 | 0.00 | -51 | -0.84 | 03-31-2024 |
