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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q4 2024 holdings

Shares (Q4 2024)
7,166
Value
$2.03M
% of portfolio
0.1%
Quarters held
8
Since Q1 2023
Holdings of AJG by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20247,166$2.03M0.1%−21−0.3%ReducedHolders
Q3 20247,187$2.02M0.1%+44+0.6%AddedHolders
Q2 20247,143$1.85M0.1%−30−0.4%ReducedHolders
Q1 20247,173$1.79M0.1%−62−0.9%ReducedHolders
Q4 20237,235$1.63M0.2%+6,289+664.8%AddedHolders
Q3 2023946$215.6K<0.1%−184−16.3%ReducedHolders
Q2 20231,130$248.1K<0.1%−16−1.4%ReducedHolders
Q1 20231,146$219.2K<0.1%+1,146NewHolders