Geller Advisors LLC
- SEC CIK
- 0001354739
- Latest filing
- Feb 14, 2025
FDS holding history
Factset Research Systems 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.
FDS overviewAll 13F holders of FDSFull Q4 2024 holdings
- Shares (Q4 2024)
- 468
- Value
- $224.8K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 468 | $224.8K | <0.1% | +25+5.6% | Added | Holders |
| Q3 2024 | 443 | $203.7K | <0.1% | +443 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −471−100.0% | Sold out | Holders |
| Q1 2024 | 471 | $214.0K | <0.1% | −8−1.7% | Reduced | Holders |
| Q4 2023 | 479 | $228.5K | <0.1% | +479 | New | Holders |