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 |
|---|---|---|---|---|---|---|---|---|---|
| PEAPACK-GLADSTONE FINL CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 06-30-2024 | |
| PRIME MEDICINE INC COM | Stock | 3602 | $595 | 106 | 0.00 | 106 | +Inf | 06-30-2024 | |
| BIOATLA INC COM | Stock | 3603 | $595 | 329 | 0.00 | 0.00 | 92 | 38.82 | 06-30-2024 |
| B. RILEY FINANCIAL INC COM | Stock | 3604 | $595 | 31 | 0.00 | 31 | +Inf | 06-30-2024 |
