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 |
|---|---|---|---|---|---|---|---|---|---|
| SUPER MICRO COMPUTER INC | COM | 401 | $587,838 | 582 | 0.00 | 582 | +Inf | 03-31-2024 | |
| TOTALENERGIES SE | SPONSORED ADS | 402 | $586,570 | 8,522 | 0.00 | 0.00 | 216 | 2.60 | 03-31-2024 |
| ROSS STORES INC | COM | 403 | $584,599 | 3,983 | 0.00 | 0.00 | -253 | -5.97 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 404 | $584,327 | 2,478 | 0.00 | 0.00 | 811 | 48.65 | 03-31-2024 |
