Beckerman Institutional, LLC Reduced Holdings in Q4 2024

Beckerman Institutional, LLC

  • $125 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
-245
- 0.26%
$64.18 - $70.42 $15.7K - $17.3K
94K $6.06M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
-24.7K
- 32.33%
$16.42 - $18.07 $405K - $445K
51.6K $846K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-65
- 0.22%
$64.85 - $73.04 $4.22K - $4.75K
29.4K $1.92M
ITB
Ishares Tr

ETFs
-127
- 1.64%
$103.31 - $129.34 $13.1K - $16.4K
7.61K $786K
SHV
Ishares Tr

ETFs
-1.04K
- 33.77%
$109.92 - $110.57 $115K - $115K
2.04K $225K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-205
- 15.23%
$521.84 - $558.82 $107K - $115K
1.14K $615K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.53K
- 9.16%
$39.3 - $41.34 $60.1K - $63.3K
15.2K $597K
VEA
Vanguard Ftse Developed Market

ETFs
-132
- 0.85%
$47.57 - $52.44 $6.28K - $6.92K
15.5K $741K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-166
- 0.56%
$30.48 - $34.2 $5.06K - $5.68K
29.4K $895K
PDN
Invesco Fd Tr

ETFs
-218
- 1.15%
$31.62 - $34.97 $6.89K - $7.62K
18.8K $593K
DGRO
Ishares Core Dividend Growth E

ETFs
-303
- 1.12%
$60.73 - $64.94 $18.4K - $19.7K
26.8K $1.64M
IEMG
Ishares Inc

ETFs
-8
- 0.14%
N/A
5.84K $305K
DFAU
Dimensional ETF Tr

ETFs
-1.49K
- 3.64%
$39.27 - $42.38 $58.7K - $63.3K
39.6K $1.6M
META
Meta Platforms, Inc.

Communication Services
-84
- 3.27%
$554.08 - $632.68 $46.5K - $53.1K
2.48K $1.45M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-15
- 0.36%
$104.59 - $118.05 $1.57K - $1.77K
4.11K $447K
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 1.33%
$280.04 - $302.45 $9.52K - $10.3K
2.52K $729K
GOOG
Alphabet Inc.

Communication Services
-112
- 7.15%
$163.08 - $198.16 $18.3K - $22.2K
1.46K $277K
AAPL
Apple Inc.

Technology
-336
- 5.67%
$221.69 - $259.02 $74.5K - $87K
5.59K $1.4M
VOX
Vanguard Communication Service

ETFs
-17
- 0.44%
$144.31 - $163.57 $2.45K - $2.78K
3.81K $590K
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.71%
$180.88 - $232.93 $1.81K - $2.33K
1.4K $307K
BCV
Bancroft Fund LTD

Financial Services
-451
- 0.67%
$16.68 - $18.56 $7.52K - $8.37K
66.8K $1.18M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-195
- 0.8%
$70.54 - $79.61 $13.8K - $15.5K
24.2K $1.84M
GOOGL
Alphabet Inc.

Communication Services
-214
- 1.01%
$161.86 - $196.66 $34.6K - $42.1K
21K $3.97M
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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