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 |
|---|---|---|---|---|---|---|---|---|---|
| AON PLC | SHS CL A | 151 | $426,349 | 1,315 | 0.00 | 0.00 | 57 | 4.53 | 09-30-2023 |
| NIKE INC | CL B | 152 | $420,437 | 4,386 | 0.00 | 0.00 | 1,223 | 38.67 | 09-30-2023 |
| FREEPORT-MCMORAN INC | CL B | 153 | $418,841 | 11,232 | 0.00 | 0.00 | -2 | -0.02 | 09-30-2023 |
| D R HORTON INC | COM | 154 | $416,446 | 3,875 | 0.00 | 0.00 | -14 | -0.36 | 09-30-2023 |
