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 |
|---|---|---|---|---|---|---|---|---|---|
| IAC INC COM NEW | Stock | 1051 | $38,237 | 730 | 0.00 | 0.00 | -5 | -0.68 | 12-31-2023 |
| LIGHT & WONDER INC COM | Stock | 1052 | $38,099 | 464 | 0.00 | 0.00 | 55 | 13.45 | 12-31-2023 |
| DONALDSON INC COM | Stock | 1053 | $38,033 | 582 | 0.00 | 0.00 | 21 | 3.74 | 12-31-2023 |
| GENUINE PARTS CO COM | Stock | 1054 | $37,950 | 274 | 0.00 | 0.00 | 66 | 31.73 | 12-31-2023 |
