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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC 27 | 51 | $3,422,187 | 134,652 | 0.00 | 0.00 | 81,833 | 154.93 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 52 | $3,367,065 | 33,677 | 0.00 | 0.00 | 1,784 | 5.59 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 53 | $3,184,632 | 20,181 | 0.00 | 0.00 | 17,809 | 750.80 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 54 | $3,131,051 | 7,646 | 0.00 | 0.00 | 6,517 | 577.24 | 12-31-2023 |
