Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GELLER ADVISORS LLC | 11-13-2023 | 09-30-2023 | 246 | 860,381,643 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 101 | $604,442 | 1,183 | 0.00 | 0.00 | -45 | -3.66 | 09-30-2023 |
| ATLASSIAN CORPORATION | CL A | 102 | $604,328 | 2,999 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| MONDELEZ INTL INC | CL A | 103 | $602,450 | 8,628 | 0.00 | 0.00 | -2,577 | -23.00 | 09-30-2023 |
| LOEWS CORP | COM | 104 | $593,721 | 9,378 | 0.00 | 0.00 | 766 | 8.89 | 09-30-2023 |
