Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MISSION WEALTH MANAGEMENT LP | 04-30-2024 | 03-31-2024 | 1063 | 3,802,076,246 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 101 | $5,499,359 | 11,419 | 0.00 | 0.00 | 5,861 | 105.45 | 03-31-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 102 | $5,465,951 | 57,199 | 0.00 | 0.00 | -47 | -0.08 | 03-31-2024 |
| MCDONALDS CORP | COM | 103 | $5,134,189 | 18,210 | 0.00 | 0.00 | 241 | 1.34 | 03-31-2024 |
| AKAMAI TECHNOLOGIES INC | COM | 104 | $5,094,971 | 46,846 | 0.00 | 0.00 | -9 | -0.02 | 03-31-2024 |
