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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 151 | $2,580,076 | 42,787 | 0.00 | 0.00 | 26,936 | 169.93 | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | 152 | $2,566,178 | 10,171 | 0.00 | 0.00 | 7,953 | 358.57 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 153 | $2,564,715 | 13,729 | 0.00 | 0.00 | 3,786 | 38.08 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 154 | $2,551,610 | 20,714 | 0.00 | 0.00 | -143 | -0.69 | 03-31-2024 |
