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 |
|---|---|---|---|---|---|---|---|---|---|
| FATHOM HOLDINGS INC COM | Stock | 3851 | $68 | 32 | 0.00 | 32 | +Inf | 06-30-2024 | |
| GOHEALTH INC CL A NEW | Stock | 3852 | $66 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
| FLUENCE ENERGY INC COM CL A | Stock | 3853 | $66 | 4 | 0.00 | 4 | +Inf | 06-30-2024 | |
| INVESCO WILDERHILL CLEAN ENERGY ETF | ETF | 3854 | $65 | 3 | 0.00 | 3 | +Inf | 06-30-2024 |
