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 INDEX FDS | SM CP VAL ETF | 301 | $925,427 | 4,823 | 0.00 | 0.00 | 711 | 17.29 | 03-31-2024 |
| TJX COS INC NEW | COM | 302 | $923,266 | 9,103 | 0.00 | 0.00 | 3,568 | 64.46 | 03-31-2024 |
| ALLSTATE CORP | COM | 303 | $922,635 | 5,333 | 0.00 | 0.00 | 424 | 8.64 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 304 | $918,679 | 12,031 | 0.00 | 0.00 | 1,721 | 16.69 | 03-31-2024 |
