Geller Advisors LLC Vanguard Specialized Funds Van Transaction History

Geller Advisors LLC

$1.44 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$90.14 - $95.25 $278,081 - $293,846	-3,085 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$91.64 - $93.61 $282,709 - $288,786	3,085 New	3,085 $288,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.44 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.02 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$892 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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