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 |
|---|---|---|---|---|---|---|---|---|---|
| NOMURA HLDGS INC SPONSORED ADR | ADR | 1101 | $33,744 | 7,482 | 0.00 | 0.00 | 2,018 | 36.93 | 12-31-2023 |
| SL GREEN RLTY CORP COM | REIT | 1102 | $33,606 | 744 | 0.00 | 0.00 | -14 | -1.85 | 12-31-2023 |
| V F CORP COM | Stock | 1103 | $33,583 | 1,786 | 0.00 | 0.00 | 268 | 17.65 | 12-31-2023 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 1104 | $33,560 | 668 | 0.00 | 668 | +Inf | 12-31-2023 |
