MISSION WEALTH MANAGEMENT, LP
Holdings in AB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,128,926 | 29,338 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $1,121,183 | 29,335 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,193,665 | 29,235 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,119,992 | 29,235 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,084,326 | 29,235 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,020,009 | 29,235 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $987,850 | 29,235 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,032,299 | 29,715 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $907,162 | 29,235 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $911,562 | 30,035 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $753,830 | 23,440 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $856,966 | 23,440 | Shares | Sole | 2023-04-07 |
| 2022-12-31 | $721,770 | 21,000 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $736,260 | 21,000 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $873,180 | 21,000 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $987,420 | 21,000 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $1,026,616 | 21,020 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $1,041,180 | 21,000 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $977,760 | 21,000 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $839,790 | 21,000 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $709,170 | 21,000 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $567,840 | 21,000 | Shares | Sole | 2020-10-16 |
| 2020-06-30 | $217,920 | 8,000 | Shares | Sole | 2020-08-03 |