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
MONDELEZ INTL INC CL A Stock 651 $679,350 9,705 0.00 0.00 -118 -1.20 03-31-2024
AMERIPRISE FINL INC COM Stock 652 $675,809 1,541 0.00 0.00 3 0.20 03-31-2024
COCA-COLA EUROPACIFIC PARTNERS SHS Stock 653 $671,660 9,602 0.00 0.00 -1,350 -12.33 03-31-2024
PENSKE AUTOMOTIVE GRP INC COM Stock 654 $668,047 4,124 0.00 4,124 +Inf 03-31-2024
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