MISSION WEALTH MANAGEMENT, LP
Position in VOTE — TCW Transform 500 ETF
CIK 1645382
Santa Barbara, CA
All Filings in VOTE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VOTE | $1,285,349 | 16,846 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 VOTE | $1,351,436 | 16,846 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 VOTE | $1,322,074 | 16,846 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 VOTE | $1,213,521 | 16,683 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 VOTE | $1,090,901 | 16,683 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 VOTE | $1,147,540 | 16,683 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 VOTE | $1,118,428 | 16,683 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 VOTE | $1,060,705 | 16,683 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 VOTE | $1,021,883 | 16,683 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 VOTE | $927,908 | 16,683 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 VOTE | $832,148 | 16,683 | Shares | Sole | 2023-10-24 | |
| 2022-03-31 VOTE | $200,581 | 3,791 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||