Ackerman Capital Advisors, LLC Purchases in Q1 2025

Ackerman Capital Advisors, LLC

  • $377 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.02K
+ 1.88%
$107.24 - $116.37 $217K - $235K
110K $12.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
577
+ 0.36%
$67.08 - $76.14 $38.7K - $43.9K
161K $11.9M
FNDF
Schwab Fundamental Intl Large

ETFs
5.32K
+ 2.77%
$32.9 - $37.45 $175K - $199K
198K $7.14M
ITM
Vaneck Intermediate Muni ETF

ETFs
15K
New
$45.21 - $46.67 $676K - $698K
15K $680K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.7K
+ 4.87%
$49.78 - $53.19 $680K - $727K
294K $15M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.2K
+ 7.36%
$57.44 - $59.4 $356K - $368K
90.5K $5.37M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.81K
+ 1.47%
$36.91 - $41.03 $66.7K - $74.2K
125K $4.96M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.77K
+ 1.69%
$25.77 - $27.6 $174K - $187K
406K $10.8M
MUB
Ishares National Muni Bond ETF

ETFs
4.34K
+ 5.29%
$104.71 - $107.69 $455K - $468K
86.4K $9.11M
VGLT
Vanguard Long Term Treasury Et

ETFs
616
+ 0.63%
$53.99 - $58.43 $33.3K - $36K
99K $5.7M
LLY
Eli Lilly & CO

Healthcare
257
New
$725.72 - $929.72 $187K - $239K
257 $212K
GLD
Spdr Gold Trust

ETFs
721
New
$243.19 - $288.14 $175K - $208K
721 $207K
IBM
International Business Machines Corp

Technology
824
New
$217.4 - $264.74 $179K - $218K
824 $204K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
13.2K
+ 20.3%
$11.63 - $12.23 $153K - $161K
78K $915K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
14K
+ 83.79%
$10.69 - $11.42 $150K - $160K
30.7K $331K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
9.68K
+ 44.09%
$14.61 - $15.83 $141K - $153K
31.6K $476K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
12.7K
+ 27.0%
$10.81 - $11.3 $137K - $143K
59.5K $654K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
24.3K
+ 16.49%
$5.75 - $6.1 $140K - $148K
172K $992K
PCQ
Pimco California Municipal Income Fund

Financial Services
13.8K
New
$8.76 - $9.34 $120K - $128K
13.8K $121K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
11.8K
New
$9.94 - $10.45 $117K - $123K
11.8K $118K
MFM
Mfs Municipal Income Trust

Financial Services
20.3K
New
$5.3 - $5.59 $108K - $114K
20.3K $107K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
15.2K
New
$7.01 - $7.34 $107K - $112K
15.2K $106K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
9.09K
+ 11.3%
$10.14 - $10.82 $92.2K - $98.4K
89.6K $931K
VMO
Invesco Municipal Opportunity Trust

Financial Services
10.2K
New
$9.44 - $9.93 $96.4K - $101K
10.2K $96K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
538
+ 0.84%
$50.82 - $52.7 $27.3K - $28.4K
64.6K $3.39M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
4.04K
+ 2.5%
$10.27 - $10.85 $41.5K - $43.8K
166K $1.75M
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
7.31K
+ 21.5%
$10.77 - $11.34 $78.7K - $82.9K
41.3K $448K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
459
+ 1.38%
$76.94 - $78.28 $35.3K - $35.9K
33.8K $2.64M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
415
+ 0.75%
$100.34 - $100.68 $41.6K - $41.8K
56K $5.64M
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 5.72%
$225.19 - $279.95 $40.3K - $50.1K
3.31K $810K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
909
+ 2.41%
N/A
38.7K $2.41M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
2.62K
+ 18.83%
$16.47 - $17.25 $43.1K - $45.1K
16.5K $274K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
4.32K
+ 31.19%
$10.04 - $10.82 $43.4K - $46.7K
18.2K $184K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
3.69K
+ 35.73%
$10.68 - $11.3 $39.4K - $41.7K
14K $152K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
2.45K
+ 8.71%
$11.05 - $11.79 $27.1K - $28.9K
30.6K $351K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
2.01K
+ 5.71%
$10.13 - $10.52 $20.3K - $21.1K
37.1K $382K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
398
+ 1.88%
$47.33 - $47.92 $18.8K - $19.1K
21.6K $1.03M
Ishares Bitcoin Trust ETF
9.53K
+ 52.35%
N/A
27.7K $0
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.39K
+ 10.75%
$82.81 - $96.53 $115K - $134K
14.3K $1.2M
XLK
Technology Sector Spdr

ETFs
240
+ 9.97%
$206.38 - $242.18 $49.5K - $58.1K
2.65K $546K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
498
+ 5.56%
$103.96 - $122.36 $51.8K - $60.9K
9.45K $1.01M
VBR
Vanguard Small Cap Value ETF

ETFs
119
+ 0.46%
$183.02 - $207.75 $21.8K - $24.7K
26.3K $4.89M
VBK
Vanguard Small Cap Growth ETF

ETFs
81
+ 0.52%
$247.97 - $296.33 $20.1K - $24K
15.6K $3.93M
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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