Gateway Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Gateway Wealth Partners, LLC

  • $527 Billion
  • Q2 2025
Number of Shares
8,926
Previous 11,744 24.0%
Holding current value
$574 Million
Previous $692 Million 17.03%
% of portfolio
0.11%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-2,818 Reduced 24.0%
8,926 $574 Million
Q1 2025

Apr 30, 2025
BUY
N/A
3,539 Added 43.13%
11,744 $692 Million
Q4 2024

Jan 22, 2025
BUY
N/A
1,518 Added 22.7%
8,205 $493 Million
Q3 2024

Oct 24, 2024
SELL
N/A
-4,589 Reduced 40.7%
6,687 $419 Million
Q2 2024

Aug 16, 2024
BUY
N/A
11,276 New
11,276 $681 Million
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