Beckerman Institutional, LLC Incresed Positions in Q4 2024

Beckerman Institutional, LLC

  • $125 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBND
Doubleline ETF Tr Opportunisti

ETFs
46.2K
+ 37.9%
$45.15 - $47.26 $2.09M - $2.18M
168K $7.62M
DFIV
Dimensional ETF Tr

ETFs
23.6K
+ 253.73%
$34.86 - $37.97 $824K - $898K
33K $1.17M
Simplify Exchange Traded Fun
13.2K
+ 72.12%
N/A
31.4K $1.56M
PULS
Pgim ETF Tr

ETFs
11.3K
+ 49.07%
$49.51 - $49.79 $560K - $564K
34.4K $1.7M
Blackrock ETF Trust Ii
9.13K
+ 31.26%
N/A
38.3K $1.99M
JPM
Jpmorgan Chase & CO

Financial Services
1.41K
+ 120.48%
$205.18 - $250.29 $290K - $353K
2.58K $619K
SCHO
Schwab Short Term Us Treasury

ETFs
53.1K
+ 142.8%
$24.06 - $48.88 $1.28M - $2.6M
90.3K $2.17M
JPIE
J P Morgan Exchange Traded Fd
6.93K
+ 19.85%
$45.59 - $46.25 $316K - $321K
41.8K $1.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.19K
+ 7.13%
$33.92 - $36.6 $244K - $263K
108K $3.74M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.9K
+ 4.95%
$94.79 - $95.69 $275K - $277K
61.5K $5.84M
VO
Vanguard Mid Cap ETF

ETFs
643
+ 7.37%
$261.5 - $284.63 $168K - $183K
9.37K $2.47M
Pimco ETF Tr
5.93K
+ 32.84%
N/A
24K $622K
MINO
Pimco ETF Tr Municipal Income

ETFs
2.64K
+ 25.26%
$44.94 - $46.07 $118K - $121K
13.1K $589K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.01K
+ 12.25%
$24.55 - $25.16 $123K - $126K
45.9K $1.13M
IAU
Ishares Gold Trust

ETFs
2.03K
+ 29.07%
$48.37 - $52.65 $98.4K - $107K
9.03K $447K
VOE
Vanguard Mid Cap Value Index F

ETFs
650
+ 31.04%
$160.89 - $176.18 $105K - $115K
2.74K $444K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.08K
+ 4.77%
$100.24 - $101.35 $108K - $109K
23.6K $2.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.63K
+ 4.8%
$54.54 - $61.04 $89.1K - $99.7K
35.7K $1.99M
FCOM
Fidelity Covington Tr Msci Com

ETFs
104
+ 0.45%
$54.65 - $61.96 $5.68K - $6.44K
23.3K $1.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
910
+ 7.66%
$113.92 - $127.38 $104K - $116K
12.8K $1.47M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.75K
+ 24.73%
$47.65 - $48.6 $83.2K - $84.9K
8.81K $421K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
68.6K
+ 217.5%
$26.93 - $84.95 $1.85M - $5.82M
100K $2.73M
Jpmorgan Chase Finl CO LLC
1.02K
+ 3.14%
N/A
33.6K $992K
PFE
Pfizer Inc

Healthcare
3.54K
+ 27.23%
$24.8 - $30.19 $87.8K - $107K
16.5K $439K
MSFT
Microsoft Corp

Technology
174
+ 9.79%
$406.35 - $454.46 $70.7K - $79.1K
1.95K $822K
COF
Capital One Financial Corp

Financial Services
34
+ 2.22%
$145.19 - $192.01 $4.94K - $6.53K
1.57K $280K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
7.49K
+ 49.18%
$7.13 - $7.87 $53.4K - $58.9K
22.7K $163K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
954
+ 9.77%
$48.33 - $49.08 $46.1K - $46.8K
10.7K $519K
GLDM
World Gold Trust

ETFs
881
+ 1.43%
$50.76 - $55.23 $44.7K - $48.7K
62.5K $3.25M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.45%
$486.1 - $608.57 $2.92K - $3.65K
421 $241K
VBR
Vanguard Small Cap Value ETF

ETFs
200
+ 7.29%
$197.36 - $217.3 $39.5K - $43.5K
2.94K $583K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
53
+ 0.96%
$63.19 - $73.31 $3.35K - $3.89K
5.58K $383K
VNQ
Vanguard Specialized Funds Van

ETFs
600
+ 18.65%
$87.85 - $98.6 $52.7K - $59.2K
3.82K $340K
STOT
Spdr Doubleline Short Duration

ETFs
540
+ 9.9%
$46.75 - $47.33 $25.2K - $25.6K
5.99K $281K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29
+ 0.26%
$66.77 - $71.52 $1.94K - $2.07K
11.2K $775K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
126
+ 0.99%
$8.96 - $9.99 $1.13K - $1.26K
12.8K $124K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
51
+ 0.48%
$84.34 - $95.14 $4.3K - $4.85K
10.6K $927K
ITA
Ishares Tr

ETFs
234
+ 3.12%
$144.31 - $157.31 $33.8K - $36.8K
7.73K $1.12M
DFAI
Dimensional ETF Tr

ETFs
13.8K
+ 8.83%
$29.0 - $31.6 $400K - $435K
170K $4.96M
J P Morgan Exchange Traded F
3
+ 0.07%
N/A
4.23K $221K
DFAE
Dimensional ETF Tr

ETFs
3.03K
+ 6.77%
$25.36 - $28.15 $76.9K - $85.4K
47.8K $1.21M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
626
+ 1.09%
$12.16 - $13.26 $7.61K - $8.3K
58.1K $734K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2K
+ 8.68%
$55.45 - $61.08 $111K - $122K
25K $1.39M
IXUS
Ishares Tr

ETFs
63
+ 1.54%
$65.95 - $72.56 $4.15K - $4.57K
4.17K $276K
JEPI
J P Morgan Exchange Traded Fd

ETFs
258
+ 1.09%
$57.53 - $60.83 $14.8K - $15.7K
24K $1.38M
TY
Tri Continental Corp

Financial Services
708
+ 1.73%
$31.01 - $34.67 $22K - $24.5K
41.6K $1.32M
FLGB
Franklin Templeton ETF Tr

ETFs
95
+ 0.64%
$26.09 - $28.39 $2.48K - $2.7K
14.9K $389K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
19
+ 0.23%
N/A
8.4K $779K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.78K
+ 8.98%
$33.93 - $38.37 $94.3K - $107K
33.7K $1.16M
Activity Summary
Buys All Purchases 59 New Holdings 3 Increased Positions 56 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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