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 |
|---|---|---|---|---|---|---|---|---|---|
| ARES CAPITAL CORP | COM | 701 | $221,754 | 10,651 | 0.00 | 0.00 | 250 | 2.40 | 03-31-2024 |
| EATON VANCE TAX-MANAGED DIVE | COM | 702 | $220,427 | 16,499 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 703 | $220,419 | 2,699 | 0.00 | 2,699 | +Inf | 03-31-2024 | |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
