Mission Wealth Management, LP MANAGER DIRECTED PORTFOLIOS Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025
Number of Shares
656,733
Previous 675,454 2.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
N/A
-18,721 Reduced 2.77%
656,733 $0
Q1 2025

Apr 17, 2025
SELL
N/A
-52,162 Reduced 7.17%
675,454 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-36,681 Reduced 4.8%
727,616 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-21,356 Reduced 2.72%
764,297 $0
Q2 2024

Aug 02, 2024
SELL
N/A
-40,811 Reduced 4.94%
785,653 $0
Q1 2024

Apr 30, 2024
SELL
N/A
-3,322 Reduced 0.4%
826,464 $0
Q4 2023

Feb 05, 2024
BUY
N/A
829,786 New
829,786 $0
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