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
AGREE RLTY CORP COM REIT 1251 $23,040 366 0.00 0.00 306 510.00 12-31-2023
DOUBLEVERIFY HLDGS INC COM Stock 1252 $22,987 625 0.00 0.00 460 278.79 12-31-2023
KOREA ELEC PWR CORP SPONSORED ADR ADR 1253 $22,968 3,168 0.00 0.00 2,079 190.91 12-31-2023
ROBINHOOD MKTS INC COM CL A Stock 1254 $22,932 1,800 0.00 0.00 0 0.00 12-31-2023
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