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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 51 | $1,180,751 | 23,335 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AUTOZONE INC | COM | 52 | $1,170,935 | 461 | 0.00 | 0.00 | 157 | 51.64 | 09-30-2023 |
| PFIZER INC | COM | 53 | $1,154,615 | 34,809 | 0.00 | 0.00 | 3,515 | 11.23 | 09-30-2023 |
| JPMORGAN CHASE & CO | COM | 54 | $1,137,682 | 7,845 | 0.00 | 0.00 | -3,502 | -30.86 | 09-30-2023 |
