Geller Advisors LLC PRF Holdings History

Number of Shares
511,883.00
Current Holdings Value*
$20.65 Mil
% of Portfolio
1.36%
Total Estimate Gain
$14.36 Mil
% of Total Estimate Gain
17.14%

Geller Advisors LLC's Invesco RAFI US 1000 ETF Holding Summary

As of 2024-12-31, Geller Advisors LLC held 511,883.00 shares of Invesco RAFI US 1000 ETF(PRF), totaling $20.65 Mil. This investment constitutes 1.36% of their stock portfolio, and Geller Advisors LLC now holds 0.28% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.

The initial trade took place in 2013Q4. And since then Geller Advisors LLC has made 20 purchases of PRF, at an average price of $20.09, for a total of 4.17 Mil shares. In addition, there have been 6 sales at an average price of $20.76 for 3.66 Mil shares. Based on historical transaction data and PRF's current price of $43.39, Geller Advisors LLC's estimated gain on his PRF holdings is $14.36 Mil, reflecting a 17.14% gain to date.

Geller Advisors LLC PRF ($43.39) Holding Chart

Geller Advisors LLC PRF ($43.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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