Number of Shares
1,531,683
Previous 1,606,406 4.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
N/A
-74,723 Reduced 4.65%
1,531,683 $0
Q1 2024

May 06, 2024

BUY
N/A
129,536 Added 8.77%
1,606,406 $0
Q4 2023

Jan 17, 2024

BUY
N/A
25,077 Added 1.73%
1,476,870 $0
Q3 2023

Nov 06, 2023

SELL
N/A
-1,614 Reduced 0.11%
1,451,793 $0
Q2 2023

Jul 26, 2023

BUY
N/A
1,453,407 New
1,453,407 $0
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.