Mission Wealth Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 628
- Total Value
- 3202523465
- Accession Number
- 0001085146-25-002181
- Form Type
- 13F-HR
- CIK
- 0001645382
- Manager Name
- Mission Wealth Management, LP
Data Enrichment
79% identified498 identified130 unidentified
Holdings
628 positions
Manager:
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Page 32 of 32
87200P117
Shares:
77444(+0.0%)
Value:
$1.2M(-16.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
— | All Managers (Combined) | $53.4K | |||
— | All Managers (Combined) | $33.9K | |||
18.8K | All Managers (Combined) | $27.9K | |||
10.7K | All Managers (Combined) | $23.8K | |||
10.3K | All Managers (Combined) | $15.5K | |||
11.5K | QoQ NEW(+11.5K) YoY NEW(+11.5K) | All Managers (Combined) | $8.0K | QoQ NEW(+$8.0K) YoY NEW(+$8.0K) | |
— | QoQ - YoY NEW | All Managers (Combined) | $4.1K | YoY NEW(+$4.1K) | |
(cusip87200P117)✕ | 77.4K | All Managers (Combined) | $1.2K |