Gateway Wealth Partners, LLC CAPITAL GROUP CORE BALANCED Transaction History

Gateway Wealth Partners, LLC

  • $445 Billion
  • Q1 2025
Number of Shares
19,322
Previous 15,953 21.12%
Holding current value
$599 Million
Previous $499 Million 19.99%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
3,369 Added 21.12%
19,322 $599 Million
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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