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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FINANCIALS ETF | ETF | 1001 | $43,363 | 470 | 0.00 | 0.00 | -648 | -57.96 | 12-31-2023 |
| FMC CORP COM NEW | Stock | 1002 | $43,252 | 686 | 0.00 | 0.00 | 612 | 827.03 | 12-31-2023 |
| SOUTHWESTERN ENERGY CO COM | Stock | 1003 | $42,805 | 6,535 | 0.00 | 0.00 | -78 | -1.18 | 12-31-2023 |
| MPLX LP COM UNIT REP LTD | Stock | 1004 | $42,595 | 1,160 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
