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 |
|---|---|---|---|---|---|---|---|---|---|
| UNUM GROUP COM | Stock | 1401 | $17,681 | 391 | 0.00 | 0.00 | -144 | -26.92 | 12-31-2023 |
| CRESCENT ENERGY COMPANY CL A COM | Stock | 1402 | $17,635 | 1,335 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NMI HLDGS INC CL A | Stock | 1403 | $17,600 | 593 | 0.00 | 0.00 | -12 | -1.98 | 12-31-2023 |
| CINCINNATI FINL CORP COM | Stock | 1404 | $17,588 | 170 | 0.00 | 0.00 | 112 | 193.10 | 12-31-2023 |
