Geller Advisors LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Geller Advisors LLC opened 2 positions, added to 25, reduced 7, sold out of 0 and left 12 unchanged. The largest increase in value was VOO (+$56,489,258); the largest decrease was SPY (-$11,789,318).
- XLE: Country of operation —; Class ENERGY; Shares 2024-09-30 0; Shares 2024-12-31 6,741.
- YANG: Country of operation —; Class DAILY FTSE CHINA; Shares 2024-09-30 0; Shares 2024-12-31 6,347.
Two Form 13F-HR filings compared (SEC CIK 1354739): 2024-09-30 (filed 2024-11-15) and 2024-12-31 (filed 2025-02-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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