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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIVEST FD II INC | COM | 51 | $1,416,696 | 129,853 | 0.00 | 0.00 | -8,909 | -6.42 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 52 | $1,409,903 | 50,789 | 0.00 | 0.00 | -43 | -0.08 | 03-31-2024 |
| BNY MELLON MUN BD INFRASTRUC | COM SHS | 53 | $1,408,136 | 135,528 | 0.00 | 135,528 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI USA QLT FCT | 54 | $1,336,001 | 8,129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
