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 |
|---|---|---|---|---|---|---|---|---|---|
| UPWORK INC COM | Stock | 3501 | $800 | 66 | 0.00 | 66 | +Inf | 06-30-2024 | |
| TRUSTMARK CORP COM | Stock | 3502 | $799 | 23 | 0.00 | 23 | +Inf | 06-30-2024 | |
| AEVA TECHNOLOGIES INC COM NEW | Stock | 3503 | $799 | 220 | 0.00 | 220 | +Inf | 06-30-2024 | |
| SUMMIT MATLS INC CL A | Stock | 3504 | $794 | 19 | 0.00 | 0.00 | -289 | -93.83 | 06-30-2024 |
