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 |
|---|---|---|---|---|---|---|---|---|---|
| OTTER TAIL CORP COM | Stock | 3551 | $678 | 7 | 0.00 | 7 | +Inf | 06-30-2024 | |
| UNITIL CORP COM | Stock | 3552 | $674 | 11 | 0.00 | 11 | +Inf | 06-30-2024 | |
| OPTION CARE HEALTH INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 25.00 | 06-30-2024 |
| COMPASS DIVERSIFIED SH BEN INT | Stock | 3554 | $674 | 28 | 0.00 | 28 | +Inf | 06-30-2024 |
