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 |
|---|---|---|---|---|---|---|---|---|---|
| ARGAN INC | COM | 601 | $285,551 | 5,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 602 | $280,144 | 1,314 | 0.00 | 1,314 | +Inf | 03-31-2024 | |
| CHART INDS INC | COM | 603 | $280,024 | 1,700 | 0.00 | 0.00 | 200 | 13.33 | 03-31-2024 |
| FS KKR CAP CORP | COM | Liquidated | $0 | 0 | 0.00 | 13,900 | +Inf | 03-31-2024 |
