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 SMALL CAP ETF | ETF | 401 | $1,171,862 | 10,603 | 0.00 | 0.00 | -9,047 | -46.04 | 03-31-2024 |
| GARTNER INC COM | Stock | 402 | $1,171,178 | 2,457 | 0.00 | 0.00 | 38 | 1.57 | 03-31-2024 |
| DUPONT DE NEMOURS INC COM | Stock | 403 | $1,168,784 | 15,244 | 0.00 | 0.00 | -263 | -1.70 | 03-31-2024 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 404 | $1,165,611 | 15,203 | 0.00 | 0.00 | -599 | -3.79 | 03-31-2024 |
