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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 501 | $393,657 | 1,826 | 0.00 | 0.00 | 66 | 3.75 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 502 | $393,439 | 17,279 | 0.00 | 17,279 | +Inf | 03-31-2024 | |
| FORTINET INC | COM | 503 | $392,975 | 5,753 | 0.00 | 0.00 | 1,329 | 30.04 | 03-31-2024 |
| CLOUDFLARE INC | CL A COM | 504 | $392,065 | 4,049 | 0.00 | 0.00 | -137 | -3.27 | 03-31-2024 |
