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 |
|---|---|---|---|---|---|---|---|---|---|
| COLLEGIUM PHARMACEUTICAL INC COM | Stock | 1301 | $20,808 | 676 | 0.00 | 0.00 | 383 | 130.72 | 12-31-2023 |
| CAE INC COM | Stock | 1302 | $20,791 | 963 | 0.00 | 0.00 | -1,066 | -52.54 | 12-31-2023 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 1303 | $20,767 | 435 | 0.00 | 435 | +Inf | 12-31-2023 | |
| RALPH LAUREN CORP CL A | Stock | 1304 | $20,765 | 144 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
