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| Name: |
Gateway Wealth Partners LLC |
| City: |
APPLETON |
| State: |
WI |
| Zip: |
54911 |
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data |
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| Holdings
Found :
22 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
OEF |
iShares S&P 100 Index |
253 |
Closed |
$252.95 |
$0 |
0 |
0% |
-796,000 |
-3,564 |
0 |
Closed - End Fund - E... |
|
|
CIU |
iShares Barclays Intermedia... |
240 |
Closed |
$51.10 |
$0 |
0 |
0% |
-582,000 |
-11,191 |
0 |
Closed - End Fund - E... |
|
|
KO |
Coca-Cola Co |
246 |
Closed |
$63.00 |
$0 |
0 |
0% |
-224,000 |
-3,804 |
0 |
Beverage Soft Drinks... |
|
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SPHB |
Invesco S&P 500 High Beta ETF |
252 |
Closed |
$85.08 |
$0 |
0 |
0% |
-465,000 |
-5,640 |
0 |
N/A |
|
|
USHY |
Ishares Broad Usd High Yiel... |
239 |
Closed |
$0.00 |
$0 |
0 |
0% |
-679,000 |
-18,666 |
0 |
N/A |
|
|
FTXO |
First Trust Nasdaq Bank |
245 |
Closed |
$27.06 |
$0 |
0 |
0% |
-472,000 |
-18,670 |
0 |
N/A |
|
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BFNC |
First Manitowoc Bancorp Inc |
251 |
Closed |
$81.59 |
$0 |
0 |
0% |
-212,000 |
-2,447 |
0 |
N/A |
|
|
LWC |
SPDR Series Trust |
238 |
Closed |
$22.69 |
$0 |
0 |
0% |
-246,000 |
-10,360 |
0 |
N/A |
|
|
RPG |
Invesco S&P 500 Pure Growth... |
257 |
Closed |
$35.89 |
$0 |
0 |
0% |
-217,000 |
-6,722 |
0 |
Closed - End Fund - E... |
|
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LGOV |
First Trust Long Duration O... |
244 |
Closed |
$20.85 |
$0 |
0 |
0% |
-404,000 |
-18,237 |
0 |
N/A |
|
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TFLO |
Ishares Treasury Floating R... |
250 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,070,000 |
-21,197 |
0 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
237 |
Closed |
$483.93 |
$0 |
0 |
0% |
-356,000 |
-597 |
0 |
Application Software |
|
|
DRIV |
Global X Autonomous & Elect... |
256 |
Closed |
$0.00 |
$0 |
0 |
0% |
-225,000 |
-9,106 |
0 |
N/A |
|
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VTR |
Ventas Inc |
243 |
Closed |
$48.47 |
$0 |
0 |
0% |
-202,000 |
-4,056 |
0 |
REIT - Healthcare Fac... |
|
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
249 |
Closed |
$0.00 |
$0 |
0 |
0% |
-272,000 |
-11,388 |
0 |
N/A |
|
|
LIT |
Global X Lithium ETF |
236 |
Closed |
$44.81 |
$0 |
0 |
0% |
-232,000 |
-4,564 |
0 |
Closed - End Fund - E... |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
255 |
Closed |
$0.00 |
$0 |
0 |
0% |
-229,000 |
-9,820 |
0 |
N/A |
|
|
SPHQ |
Powershares S&P 500 High Q |
242 |
Closed |
$61.44 |
$0 |
0 |
0% |
-309,000 |
-5,715 |
0 |
Closed - End Fund - Debt |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
248 |
Closed |
$43.22 |
$0 |
0 |
0% |
-240,000 |
-5,975 |
0 |
Closed - End Fund - E... |
|
|
XLI |
SPDR Industrial Sector |
254 |
Closed |
$125.31 |
$0 |
0 |
0% |
-214,000 |
-1,877 |
0 |
Closed - End Fund - E... |
|
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VCSH |
Vanguard Scottsdale Funds |
241 |
Closed |
$77.05 |
$0 |
0 |
0% |
-337,000 |
-4,356 |
0 |
N/A |
|
|
XLU |
SPDR Utilities Select |
247 |
Closed |
$72.01 |
$0 |
0 |
0% |
-220,000 |
-3,475 |
0 |
Closed - End Fund - E... |
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