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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 274 | 721.05 | 12-31-2023 |
| COUPANG INC CL A | Stock | 1152 | $29,676 | 1,833 | 0.00 | 0.00 | 271 | 17.35 | 12-31-2023 |
| TRI POINTE HOMES INC COM | Stock | 1153 | $29,594 | 836 | 0.00 | 0.00 | -48 | -5.43 | 12-31-2023 |
| ALEXANDRIA REAL ESTATE EQ INC COM | REIT | 1154 | $29,538 | 233 | 0.00 | 0.00 | 171 | 275.81 | 12-31-2023 |
