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 |
|---|---|---|---|---|---|---|---|---|---|
| NASDAQ INC | COM | 251 | $1,194,707 | 18,934 | 0.00 | 0.00 | -1,176 | -5.85 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | DWA TECHNOLOGY | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -0.06 | 12-31-2023 |
| ISHARES TR | ESG MSCI LEADR | 253 | $1,191,726 | 12,698 | 0.00 | 12,698 | +Inf | 03-31-2024 | |
| MCCORMICK & CO INC | COM NON VTG | 254 | $1,191,159 | 15,508 | 0.00 | 0.00 | 936 | 6.42 | 03-31-2024 |
