SIA
FORLU

Schechter Investment Advisors’s Four Leaf Acquisition Corp Unit FORLU Stock Holding History

Schechter Investment Advisors’s Portfolio FORLU Stock Details FORLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-378,650
Closed -$3.98M – 726
2023
Q4 		$3.98M Sell
378,650
-5,800
-2% -$61.2K 0.34% 56
2023
Q3 		$4.05M Sell
384,450
-1,050
-0.3% -$11K 0.39% 45
2023
Q2 		$3.98M Sell
385,500
-6,200
-2% -$64.1K 0.36% 49
2023
Q1 		$4.01M Buy
+391,700
New +$4M 0.37% 47

Other funds holding FORLU

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $16.3B AUM 37.67% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $4.86B AUM 42.19% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return