Geller Advisors LLC
- SEC CIK
- 0001354739
- Latest filing
- Feb 14, 2025
PFG holding history
Principal Financial Group 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.
PFG overviewAll 13F holders of PFGFull Q4 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −2,702−100.0% | Sold out | Holders |
| Q2 2024 | 2,702 | $212.0K | <0.1% | +186+7.4% | Added | Holders |
| Q1 2024 | 2,516 | $217.2K | <0.1% | +2,516 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −2,958−100.0% | Sold out | Holders |
| Q3 2023 | 2,958 | $213.2K | <0.1% | −290−8.9% | Reduced | Holders |
| Q2 2023 | 3,248 | $246.3K | <0.1% | +3,248 | New | Holders |