Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 1 | $43,290,850 | 903,776 | 0.00 | 0.00 | 62,509 | 7.43 | 12-31-2023 |
| VANGUARD GROWTH ETF | ETF | 2 | $42,248,474 | 135,899 | 0.00 | 0.00 | 14,704 | 12.13 | 12-31-2023 |
| VANGUARD VALUE ETF | ETF | 3 | $33,041,353 | 221,013 | 0.00 | 0.00 | 28,508 | 14.81 | 12-31-2023 |
| APPLE INC COM | Stock | 4 | $32,446,379 | 168,526 | 0.00 | 0.00 | 3,570 | 2.16 | 12-31-2023 |
