Schechter Investment Advisors, LLC quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Schechter Investment Advisors, LLC opened 0 positions, added to 0, reduced 18, sold out of 13 and left 6 unchanged. The largest increase in value was COHEN CIRCLE ACQUISITION CORP WT EXP 013129 (+$194,499); the largest decrease was VALUENCE MERGER CORP I CLASS A ORD SHS (-$1,597,824).
Two Form 13F-HR filings compared (SEC CIK 1951586): 2024-12-31 (filed 2025-02-06) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
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