SIA
ESM.U

Schechter Investment Advisors’s ESM Acquisition Corporation Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant ESM.U Stock Holding History

Schechter Investment Advisors’s Portfolio ESM.U Stock Details ESM.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-140,407
Closed -$1.41M – 876
2022
Q4 		$1.41M Sell
140,407
-10,520
-7% -$105K 0.13% 191
2022
Q3 		$1.5M Buy
150,927
+2,510
+2% +$24.8K 0.15% 161
2022
Q2 		$1.46M Buy
148,417
+66,657
+82% +$658K 0.14% 168
2022
Q1 		$809K Sell
81,760
-2,240
-3% -$22.2K 0.08% 380
2021
Q4 		$834K Buy
+84,000
New +$836K 0.08% 373

Other funds holding ESM.U

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return