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 |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC | COM | 651 | $246,975 | 1,528 | 0.00 | 1,528 | +Inf | 03-31-2024 | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -92 | -1.23 | 12-31-2023 |
| MERCADOLIBRE INC | COM | 653 | $244,938 | 162 | 0.00 | 0.00 | -17 | -9.50 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 654 | $244,589 | 4,462 | 0.00 | 4,462 | +Inf | 03-31-2024 |
