Geller Advisors LLC
- SEC CIK
- 0001354739
- Latest filing
- Feb 14, 2025
WFC holding history
Wells Fargo & Company 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.
WFC overviewAll 13F holders of WFCFull Q4 2024 holdings
- Shares (Q4 2024)
- 3,342
- Value
- $234.7K
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 3,342 | $234.7K | <0.1% | +3,342 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −3,450−100.0% | Sold out | Holders |
| Q2 2024 | 3,450 | $204.9K | <0.1% | +3,450 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −5,677−100.0% | Sold out | Holders |
| Q1 2023 | 5,677 | $212.2K | <0.1% | +5,677 | New | Holders |