Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVANTIS CORE FIXED INCOME ETF | ETF | 101 | $2,310,313 | 55,231 | 0.00 | 0.00 | 405 | 0.74 | 12-31-2023 |
| KNIGHT-SWIFT TRANSN HLDGS INC CL A | Stock | 102 | $2,310,247 | 40,074 | 0.00 | 0.00 | 209 | 0.52 | 12-31-2023 |
| Vanguard International Dividend Appreciation ETF | ETF | 103 | $2,290,200 | 28,866 | 0.00 | 0.00 | 17,311 | 149.81 | 12-31-2023 |
| ADOBE INC COM | Stock | 104 | $2,287,961 | 3,835 | 0.00 | 0.00 | -35 | -0.90 | 12-31-2023 |
