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 INDEX SHS FDS | PORTFOLIO DEVLPD | Liquidated | $474,223 | 13,232 | 0.00 | 0.00 | 13,232 | +Inf | 03-31-2024 |
| EQUINOR ASA | SPONSORED ADR | 452 | $469,160 | 17,357 | 0.00 | 0.00 | -517 | -2.89 | 03-31-2024 |
| CARDINAL HEALTH INC | COM | 453 | $468,456 | 4,186 | 0.00 | 0.00 | 309 | 7.97 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 454 | $466,972 | 15,514 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
