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
SPARK I ACQUISITION CORP ORD SHS Stock 51 $6,887,292 671,276 0.00 0.00 443,161 194.27 03-31-2024
VISA INC COM CL A Stock 52 $6,881,349 24,657 0.00 0.00 474 1.96 03-31-2024
QUETTA ACQUISITION CORP COM Stock 53 $6,610,485 649,360 0.00 0.00 10,146 1.59 03-31-2024
ISHARES TIPS BOND ETF ETF 54 $6,555,834 61,036 0.00 0.00 49 0.08 03-31-2024
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