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 |
---|---|---|---|---|---|---|---|---|---|
PAYCHEX INC COM | Stock | 701 | $607,124 | 4,944 | 0.00 | 0.00 | -850 | -14.67 | 03-31-2024 |
LAUDER ESTEE COS INC CL A | Stock | 702 | $607,042 | 3,938 | 0.00 | 0.00 | -979 | -19.91 | 03-31-2024 |
GOLDEN STAR ACQUISITION CORP USD ORD SHS | Stock | Liquidated | $0 | 0 | 0.00 | 58,720 | +Inf | 12-31-2023 | |
AI TRANSN ACQUISITION CORP ORD SHS | Stock | 704 | $603,302 | 58,687 | 0.00 | 58,687 | +Inf | 03-31-2024 |