Number of Shares
761,474.00
Current Holdings Value*
$7.70 Mil
% of Portfolio
0.63%
Total Estimate Gain
$357,892.78
% of Total Estimate Gain
4.70%

Schechter Investment Advisors, LLC's Aldel Financial II Inc Holding Summary

As of 2025-03-31, Schechter Investment Advisors, LLC held 761,474.00 shares of Aldel Financial II Inc(ALDF), totaling $7.70 Mil. This investment constitutes 0.63% of their stock portfolio, and Schechter Investment Advisors, LLC now holds 2.55% of the outstanding Aldel Financial II Inc(ALDF) stock.

The initial trade took place in 2025Q1. And since then Schechter Investment Advisors, LLC has made 1 purchases of ALDF, at an average price of $10.01, for a total of 761,474.00 shares. Based on historical transaction data and ALDF's current price of $10.48, Schechter Investment Advisors, LLC's estimated gain on his ALDF holdings is $357,892.78, reflecting a 4.70% gain to date.

Schechter Investment Advisors, LLC ALDF ($10.48) Holding Chart

Schechter Investment Advisors, LLC ALDF ($10.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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