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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 201 | $1,678,888 | 22,951 | 0.00 | 0.00 | 60 | 0.26 | 03-31-2024 |
| ISHARES TR | BROAD USD HIGH | 202 | $1,643,626 | 44,920 | 0.00 | 0.00 | 7,064 | 18.66 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 203 | $1,633,312 | 6,537 | 0.00 | 0.00 | 3,703 | 130.66 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 204 | $1,617,032 | 12,705 | 0.00 | 0.00 | 2,010 | 18.79 | 03-31-2024 |
