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 |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK CMNTY BANCORP INC | COM | Liquidated | $0 | 0 | 0.00 | 20,043 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | EQUAL WEGT 0-30 | Liquidated | $0 | 0 | 0.00 | 4,083 | +Inf | 03-31-2024 | |
| OPENLANE INC | COM | 753 | $202,324 | 11,695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | 754 | $201,773 | 2,885 | 0.00 | 2,885 | +Inf | 03-31-2024 |
