Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS LLC | 08-13-2024 | 06-30-2024 | 9115 | 1,505,770,067 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEW FORTRESS ENERGY INC COM CL A | Stock | 3301 | $1,165 | 59 | 0.00 | 0.00 | -18 | -23.38 | 06-30-2024 |
| XERIS BIOPHARMA HOLDINGS INC COM | Stock | 3302 | $1,161 | 468 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| RH COM | Stock | 3303 | $1,160 | 4 | 0.00 | 0.00 | -7 | -63.64 | 06-30-2024 |
| DIAMOND HILL INVT GROUP INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 06-30-2024 |
