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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | ITL HDG QTLY DIV | 51 | $10,932,180 | 237,966 | 0.00 | 0.00 | 224,373 | 1650.65 | 03-31-2024 |
| ISHARES TR | MSCI GBL SUS DEV | 52 | $10,859,176 | 137,964 | 0.00 | 0.00 | 2,188 | 1.61 | 03-31-2024 |
| VISA INC | COM CL A | 53 | $10,854,258 | 38,893 | 0.00 | 0.00 | 15,977 | 69.72 | 03-31-2024 |
| NETFLIX INC | COM | 54 | $10,775,496 | 17,742 | 0.00 | 0.00 | 5,292 | 42.51 | 03-31-2024 |
