Number of Shares
316,599.00
Current Holdings Value*
$15.06 Mil
% of Portfolio
0.37%
Total Estimate Gain
$4.10 Mil
% of Total Estimate Gain
22.02%

MISSION WEALTH MANAGEMENT, LP's ARK Innovation ETF Holding Summary

As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 316,599.00 shares of ARK Innovation ETF(ARKK), totaling $15.06 Mil. This investment constitutes 0.37% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.29% of the outstanding ARK Innovation ETF(ARKK) stock.

The initial trade took place in 2021Q3. And since then MISSION WEALTH MANAGEMENT, LP has made 5 purchases of ARKK, at an average price of $57.95, for a total of 321,365.00 shares. In addition, there have been 2 sales at an average price of $45.44 for 4,766.00 shares. Based on historical transaction data and ARKK's current price of $71.09, MISSION WEALTH MANAGEMENT, LP's estimated gain on his ARKK holdings is $4.10 Mil, reflecting a 22.02% gain to date.

MISSION WEALTH MANAGEMENT, LP ARKK ($71.09) Holding Chart

MISSION WEALTH MANAGEMENT, LP ARKK ($71.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1