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Company Main View
Name:
Gateway Wealth Partners LLC
City:
APPLETON
State:
WI
Zip:
54911
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$278,564,000
Total Value Change :
$30,331,000
Securities Held Change :
11
All Securities Held :
235
New Positions
:
26
Closed Positions
:
22
Increased Positions
:
110
Unchanged Positions
:
3
Decreased Positions
:
96
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged 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
WSM
Williams Sonoma Inc
118
-
$287.81
$476,000
1,500
0.17%
173,000
0
0.012
Home Furnishing Stores
SLB
Schlumberger Ltd
177
-
$46.24
$282,000
5,142
0.1%
14,000
0
0
Oil & Gas Equipment &...
MDY
Standrd Poor Mdcp 400 SPDR
197
-
$544.61
$250,000
450
0.09%
22,000
0
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
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Summary:
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