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 |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 351 | $732,595 | 2,731 | 0.00 | 0.00 | -68 | -2.43 | 03-31-2024 |
| FERGUSON PLC NEW | SHS | 352 | $732,100 | 3,352 | 0.00 | 0.00 | -53 | -1.56 | 03-31-2024 |
| AFFIRM HLDGS INC | COM CL A | 353 | $726,533 | 19,499 | 0.00 | 0.00 | -14 | -0.07 | 03-31-2024 |
| AMN HEALTHCARE SVCS INC | COM | 354 | $720,679 | 11,529 | 0.00 | 0.00 | -888 | -7.15 | 03-31-2024 |
