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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

PRU holding history

Prudential 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.

PRU overviewAll 13F holders of PRUFull Q4 2024 holdings

Shares (Q4 2024)
2,668
Value
$316.2K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of PRU by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20242,668$316.2K<0.1%−24−0.9%ReducedHolders
Q3 20242,692$326.0K<0.1%−785−22.6%ReducedHolders
Q2 20243,477$407.5K<0.1%+547+18.7%AddedHolders
Q1 20242,930$344.0K<0.1%+215+7.9%AddedHolders
Q4 20232,715$281.6K<0.1%−96−3.4%ReducedHolders
Q3 20232,811$266.7K<0.1%+119+4.4%AddedHolders
Q2 20232,692$237.5K<0.1%+2,692NewHolders
Q1 20220$00.0%−2,984−100.0%Sold outHolders
Q4 20212,984$323.0K0.1%+5+0.2%AddedHolders
Q3 20212,979$313.0K0.1%−157−5.0%ReducedHolders
Q2 20213,136$321.0K0.1%+475+17.9%AddedHolders
Q1 20212,661$242.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.