MISSION WEALTH MANAGEMENT, LP
Q1 2025 13F Holdings
Location
Santa Barbara, CA
Holdings as of
3/31/2025
Value
$4.07B
Value excl. options
$3.99B
Num holdings
671
Date filed
4/17/2025
Form type
13F-HR
Prev filing
2/6/2025
Next filing
8/5/2025
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type