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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUINIX INC | COM | 251 | $237,487 | 327 | 0.00 | 0.00 | 4 | 1.24 | 09-30-2023 |
| DEXCOM INC | COM | 252 | $233,343 | 2,501 | 0.00 | 0.00 | -20 | -0.79 | 09-30-2023 |
| PHILIP MORRIS INTL INC | COM | 253 | $231,414 | 2,465 | 0.00 | 0.00 | -241 | -8.91 | 09-30-2023 |
| SOUTHERN CO | COM | 254 | $230,144 | 3,556 | 0.00 | 3,556 | +Inf | 09-30-2023 |
