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 |
|---|---|---|---|---|---|---|---|---|---|
| SEMLER SCIENTIFIC INC COM | Stock | 3801 | $166 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| LENNAR CORP CL B | Stock | 3802 | $165 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JAMF HLDG CORP COM | Stock | 3803 | $165 | 9 | 0.00 | 0.00 | -319 | -97.26 | 06-30-2024 |
| LIBERTY BROADBAND CORP COM SER A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
