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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
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$248,233,000
Total Value Change :
$-306,554,000
Securities Held Change :
-33
All Securities Held :
224
New Positions
:
38
Closed Positions
:
72
Increased Positions
:
78
Unchanged Positions
:
3
Decreased Positions
:
105
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
153
-
$315.94
$303,000
1,500
0.12%
70,000
0
0.002
Home Furnishing Stores
DELL
Dell Technologies Inc
198
-
$132.77
$226,000
2,960
0.09%
22,000
0
0
N/A
INSP
Inspire Medical Systems Inc
197
-
$167.83
$226,000
1,110
0.09%
6,000
0
0.005
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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