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  Name: MISSION WEALTH MANAGEMENT LLC
  City: SANTA BARBARA
  State: CA
  Zip: 93101
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,728,578,000
  Total Value Change : $695,412,000
  Securities Held Change : 74
   
All Securities Held : 631
  New Positions : 92
  Closed Positions : 18
  Increased Positions : 317
  Unchanged Positions : 44
  Decreased Positions : 178

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Holdings Found : 18     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 647 Closed $143.95 $0 0 0% -214,000 -1,333 0    Technical & System So...
   (CHDN)1 Year Chart         CHDN Churchill Downs Inc 634 Closed $134.77 $0 0 0% -208,000 -1,540 0    Gambling/Resorts
   (VTES)1 Year Chart         VTES Vanguard Short-term Tax-exe... 640 Closed $0.00 $0 0 0% -293,000 -2,890 0    N/A
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 646 Closed $4.20 $0 0 0% -278,000 -13,900 0    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 633 Closed $309.87 $0 0 0% -217,000 -921 0    Diversified Computer ...
   (BRCC)1 Year Chart         BRCC BRC Inc. 639 Closed $5.04 $0 0 0% -254,000 -70,000 0    N/A
   (PLW)1 Year Chart         PLW Invesco 1-30 Laddered Treas... 645 Closed $27.32 $0 0 0% -204,000 -4,083 0    Closed - End Fund - Debt
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 632 Closed $112.67 $0 0 0% -863,000 -8,012 0    Asset Management
   (WK)1 Year Chart         WK Workiva Llc 638 Closed $83.23 $0 0 0% -212,000 -2,085 0    N/A
   (KREF)1 Year Chart         KREF Kkr Real Estate Finance Tru... 644 Closed $9.69 $0 0 0% -198,000 -14,946 0    N/A
   (ICCC)1 Year Chart         ICCC Immucell Corp 637 Closed $5.27 $0 0 0% -51,000 -10,000 0    Diagnostic Substances
   (KIO)1 Year Chart         KIO Kkr Income Opportunities Fund 643 Closed $13.40 $0 0 0% -201,000 -16,000 0    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 649 Closed $0.00 $0 0 0% -212,000 -2,315 0    Closed - End Fund - E...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 636 Closed $3.71 $0 0 0% -205,000 -20,043 0    Savings & Loans
   (SAM)1 Year Chart         SAM Boston Beer Co Inc 642 Closed $283.82 $0 0 0% -201,000 -583 0    Beverage - Brewers
   (TCK)1 Year Chart         TCK Teck Resources Ltd 648 Closed $51.46 $0 0 0% -211,000 -5,000 0    Industrial Metals & M...
   (SQM)1 Year Chart         SQM Chemical & Mining Co Of Chi... 635 Closed $48.10 $0 0 0% -241,000 -4,005 0    Synthetics
   (XFOR)1 Year Chart         XFOR X4 Pharmaceuticals Inc 641 Closed $0.98 $0 0 0% -8,000 -10,000 0    N/A
      18 Records Found
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Page 1 of 1
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