Geller Advisors LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-09-30 to 2024-12-31, Geller Advisors LLC opened 0 positions, added to 1, reduced 1, sold out of 0 and left 4 unchanged. The largest increase in value was TSM (+$183,333); the largest decrease was NVO (-$204,936).
- NVO: Country of operation —; Class ADR; Shares 2024-09-30 12,325; Shares 2024-12-31 14,678.
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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