Gateway Wealth Partners, LLC CAPITAL GROUP CORE BALANCED Transaction History

Gateway Wealth Partners, LLC

  • $386 Billion
  • Q4 2024
Number of Shares
15,953
Previous 8,181 95.0%
Holding current value
$499 Million
Previous $254 Million 96.39%
% of portfolio
0.13%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
7,772 Added 95.0%
15,953 $499 Million
Q3 2024

Oct 24, 2024
BUY
N/A
8,181 New
8,181 $254 Million
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