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 |
|---|---|---|---|---|---|---|---|---|---|
| WHIRLPOOL CORP COM | Stock | 1351 | $18,996 | 156 | 0.00 | 0.00 | 46 | 41.82 | 12-31-2023 |
| VANGUARD UTILITIES ETF | ETF | 1352 | $18,916 | 138 | 0.00 | 0.00 | -345 | -71.43 | 12-31-2023 |
| BRINKER INTL INC COM | Stock | 1353 | $18,913 | 438 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MAIN BUYWRITE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 1,421 | +Inf | 12-31-2023 |
