Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GATEWAY ADVISORY LLC | 02-07-2024 | 12-31-2023 | 128 | 520,893,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 101 | $695,424 | 623 | 0.00 | 0.00 | 348 | 126.55 | 12-31-2023 |
| ISHARES TR | MSCI USA MIN VOL | 102 | $659,275 | 8,449 | 0.00 | 0.00 | 3,084 | 57.48 | 12-31-2023 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 103 | $651,405 | 3,166 | 0.00 | 0.00 | -57 | -1.77 | 12-31-2023 |
| MERCADOLIBRE INC | COM | 104 | $649,046 | 413 | 0.00 | 0.00 | -9 | -2.13 | 12-31-2023 |
