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 |
|---|---|---|---|---|---|---|---|---|---|
| ESCO TECHNOLOGIES INC COM | Stock | 1201 | $25,981 | 222 | 0.00 | 0.00 | -64 | -22.38 | 12-31-2023 |
| PUBLIC STORAGE COM | REIT | 1202 | $25,946 | 85 | 0.00 | 0.00 | 44 | 107.32 | 12-31-2023 |
| SKECHERS U S A INC CL A | Stock | 1203 | $25,871 | 415 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SHOCKWAVE MED INC COM | Stock | 1204 | $25,726 | 135 | 0.00 | 0.00 | -20 | -12.90 | 12-31-2023 |
