Number of Shares
34,794
Previous 39,314 11.5%
Holding current value
$1.87 Billion
Previous $2.02 Billion 7.43%
% of portfolio
0.35%
Previous 0.45%

Shares

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

Aug 13, 2025

SELL
N/A
-4,520 Reduced 11.5%
34,794 $1.87 Billion
Q1 2025

Apr 30, 2025

BUY
N/A
39,314 New
39,314 $2.02 Billion
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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