Number of Shares
524
Holding current value
$342 Million
% of portfolio
0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026

BUY
N/A
524 New
524 $342 Million
Q4 2024

Jan 28, 2025

BUY
N/A
158 New
158 $52 Million
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.