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Company Main View
Name:
Wealthgate Family Office LLC
City:
BOULDER
State:
CO
Zip:
80301
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$38,508,000
Total Value Change :
$2,400,000
Securities Held Change :
2
All Securities Held :
22
New Positions
:
2
Closed Positions
:
0
Increased Positions
:
5
Unchanged Positions
:
15
Decreased Positions
:
0
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
IEFA
Ishares Core Msci Eafe
21
New
$0.00
$206,000
2,774
0.53%
206,000
2,774
0
N/A
EMQQ
Emqq The Emerging Markets I...
22
New
$33.75
$201,000
6,414
0.52%
201,000
6,414
0.03
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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