Gateway Wealth Partners, LLC First Tr Small Cap Core Alphad Transaction History

Gateway Wealth Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$89.26 - $104.61 $20,172 - $23,641	-226 Reduced 8.4%	2,464 $222 Million
Q4 2024 Jan 22, 2025	SELL	$96.51 - $110.53 $386 - $442	-4 Reduced 0.15%	2,690 $272 Million
Q3 2024 Oct 24, 2024	SELL	$89.32 - $100.62 $10,629 - $11,973	-119 Reduced 4.23%	2,694 $268 Million
Q2 2024 Aug 16, 2024	BUY	$86.32 - $94.11 $242,818 - $264,731	2,813 New	2,813 $254 Million

171

6.53M

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Gateway Wealth Partners, LLC with notifications on news.