Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACKERMAN CAPITAL ADVISORS LLC | 04-24-2024 | 03-31-2024 | 100 | 361,961,652 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 1 | $58,642,743 | 1,158,947 | 0.02 | 0.02 | -1,336 | -0.12 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $31,983,317 | 437,229 | 0.01 | 0.01 | 16,584 | 3.94 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $18,386,750 | 367,001 | 0.01 | 0.01 | -23,297 | -5.97 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 4 | $18,100,129 | 222,006 | 0.01 | 0.00 | -1,835 | -0.82 | 03-31-2024 |
