Schechter Investment Advisors, LLC ALDF Holdings History
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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