Schechter Investment Advisors’s Aldel Financial II Inc ALDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$7.7M Buy
+761,474
New +$7.63M 0.63% 27

Other funds holding ALDF

Schechter Investment Advisors's ALDF Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Aldel Financial II Inc (ALDF) in Q1 2025: 761,474 shares worth $7.7M. The stake represents 0.63% of the portfolio and ranks #27 among its holdings.

36 funds tracked by Wall St. Rank hold ALDF as of Q1 2025.

  • Schechter Investment Advisors held 761,474 shares of Aldel Financial II Inc worth $7.7M as of Q1 2025.
  • Aldel Financial II Inc was a new Schechter Investment Advisors position in Q1 2025.
  • Aldel Financial II Inc made up 0.63% of Schechter Investment Advisors's portfolio in Q1 2025, its #27 holding.
  • 36 funds tracked by Wall St. Rank held Aldel Financial II Inc as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.