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Schechter Investment Advisors, LLC

Position in CNDA — Concord Acquisition Corp II

CIK 1951586 BIRMINGHAM, MI

Position in CNDA

as of Mar 31, 2024 · filed May 6, 2024
Position Value
$17,875,594
+$8,757,408 QoQ
Shares Held
1,700,009
+93.5% QoQ
Ownership
24.2%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CNDA Over Time

Shares Held

Position Value (USD)

Position in Shell Companies

Financial Services · as of Mar 31, 2025

Schechter Investment Advisors, LLC holds $156,343,497 across 37 Shell Companies names.

# Ticker Company Shares Value (USD) Open
1
3,129,180 $29,199,702

All Filings in CNDA

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2024-03-31 $17,875,594 1,700,009
2023-12-31 $9,118,186 878,438
2023-06-30 $6,181,444 602,480
2023-03-31 $6,015,534 593,248
2022-12-31 $1,153,620 116,000