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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

AMP holding history

Ameriprise Financial Inc 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.

AMP overviewAll 13F holders of AMPFull Q4 2024 holdings

Shares (Q4 2024)
876
Value
$466.4K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2021
Holdings of AMP by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024876$466.4K<0.1%−2−0.2%ReducedHolders
Q3 2024878$412.5K<0.1%+19+2.2%AddedHolders
Q2 2024859$367.0K<0.1%+22+2.6%AddedHolders
Q1 2024837$367.0K<0.1%−783−48.3%ReducedHolders
Q4 20231,620$615.3K0.1%−23−1.4%ReducedHolders
Q3 20231,643$541.7K0.1%+83+5.3%AddedHolders
Q2 20231,560$518.2K0.1%+1,560NewHolders
Q1 20220$00.0%−829−100.0%Sold outHolders
Q4 2021829$250.0K<0.1%00.0%UnchangedHolders
Q3 2021829$219.0K<0.1%+829NewHolders