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  Name: Ackerman Capital Advisors LLC
  City: Dallas
  State: TX
  Zip: 75225
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $361,963,000
  Total Value Change : $5,146,000
  Securities Held Change : -3
   
All Securities Held : 100
  New Positions : 8
  Closed Positions : 13
  Increased Positions : 29
  Unchanged Positions : 21
  Decreased Positions : 42

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 25 New $70.33 $3,753,000 51,884 1.04% 3,753,000 51,884 0.081    Closed - End Fund - Debt
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 57 New $84.89 $828,000 9,571 0.23% 828,000 9,571 0.003    Closed - End Fund - E...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 62 New $38.28 $663,000 16,391 0.18% 663,000 16,391 0.182    N/A
   (NAD)1 Year Chart         NAD Nuveen Dividend Advantage M... 81 New $11.27 $307,000 26,829 0.08% 307,000 26,829 0.013    Closed - End Fund - E...
   (BAC)1 Year Chart         BAC Bank of America Corp 88 New $39.29 $266,000 7,011 0.07% 266,000 7,011 0    Domestic Money Center...
   (AXP)1 Year Chart         AXP American Express Co 94 New $242.82 $215,000 946 0.06% 215,000 946 0    Credit Services
   (MVF)1 Year Chart         MVF Blackrock Munivest Fund Inc 95 New $7.09 $203,000 28,700 0.06% 203,000 28,700 0.044    Closed - End Fund - Debt
   (NIM)1 Year Chart         NIM Nuveen Select Maturities Mu... 99 New $8.95 $91,000 10,176 0.03% 91,000 10,176 0.082    Closed - End Fund - Debt

      8 Records Found
  1    
Page 1 of 1
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