SIA
CUBWU

Schechter Investment Advisors’s Lionheart Holdings Unit CUBWU Stock Holding History

Schechter Investment Advisors’s Portfolio CUBWU Stock Details CUBWU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,163,090
Closed -$11.6M – 712
2024
Q2 		$11.6M Buy
+1,163,090
New +$11.6M 0.88% 25