A detailed history of Schechter Investment Advisors, LLC transactions in Bm Technologies, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 16,303 shares of BMTX stock, worth $79,232. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,303
Previous 14,690 10.98%
Holding current value
$79,232
Previous $33,000 66.67%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$2.2 - $3.47 $3,548 - $5,597
1,613 Added 10.98%
16,303 $55,000
Q4 2022

Feb 13, 2023

BUY
$4.76 - $8.47 $4,760 - $8,470
1,000 Added 7.3%
14,690 $76,000
Q2 2022

Nov 03, 2022

BUY
$5.75 - $8.64 $78,717 - $118,281
13,690 New
13,690 $81,000
Q4 2021

Dec 27, 2022

SELL
$8.0 - $14.12 $8,000 - $14,120
-1,000 Reduced 7.3%
12,690 $117,000

Others Institutions Holding BMTX

About BM Technologies, Inc.


  • Ticker BMTX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 12,238,900
  • Market Cap $59.5M
  • Description
  • BM Technologies, Inc. operates as a financial technology (fintech) company in the United States. It facilitates deposits and banking services between a customer and its partner bank, customers bank, which is a related party and is a Federal Deposit Insurance Corporation insured bank. The company, through its fintech banking platform, offers digi...
More about BMTX
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.