Ownership history in Geller Advisors LLC · 53 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in POWERSHARES ETF TRUST FTSE RAFI 1000 (PRF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 511,883 | +2,404 | +0.5% | 1.36% | $20.6M | $39.65 |
| 2024 Q3 | ADDED | 509,479 | +2,271 | +0.4% | 1.43% | $20.7M | $39.74 |
| 2024 Q2 | ADDED | 507,208 | +2,234 | +0.4% | 1.43% | $19.2M | $36.95 |
| 2024 Q1 | ADDED | 504,974 | +491,081 | +3534.7% | 1.58% | $19.4M | $37.29 |
| 2023 Q4 | UNCHANGED | 13,893 | — | 0% | 0.05% | $489K | $33.97 |
| 2023 Q3 | ADDED | 13,893 | +11,114 | +399.9% | 0.05% | $442K | $30.55 |
| 2023 Q2 | REDUCED | 2,779 | -631 | -18.5% | 0.06% | $455K | $31.27 |
| 2023 Q1 | REDUCED | 3,410 | -308 | -8.3% | 0.08% | $535K | $29.83 |
| 2022 Q4 | UNCHANGED | 3,718 | — | 0% | 0.10% | $577K | $29.35 |
| 2022 Q3 | REDUCED | 3,718 | -1,819 | -32.9% | 0.11% | $516K | $26.12 |
As of 2025 Q4 — sorted by position size