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 |
|---|---|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | COM | 201 | $317,768 | 4,671 | 0.00 | 0.00 | 653 | 16.25 | 09-30-2023 |
| CANADIAN PACIFIC KANSAS CITY | COM | 202 | $313,099 | 4,200 | 0.00 | 4,200 | +Inf | 09-30-2023 | |
| EBAY INC. | COM | 203 | $311,716 | 7,070 | 0.00 | 0.00 | 428 | 6.44 | 09-30-2023 |
| SPDR SER TR | BBG CONV SEC ETF | 204 | $309,032 | 4,558 | 0.00 | 4,558 | +Inf | 09-30-2023 |
