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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 551 | $329,233 | 7,266 | 0.00 | 0.00 | 455 | 6.68 | 03-31-2024 |
| FIRST FINL BANKSHARES INC | COM | 552 | $328,100 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 553 | $326,405 | 4,844 | 0.00 | 4,844 | +Inf | 03-31-2024 | |
| MASIMO CORP | COM | 554 | $323,070 | 2,200 | 0.00 | 0.00 | -80 | -3.51 | 03-31-2024 |
