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 |
|---|---|---|---|---|---|---|---|---|---|
| STEPSTONE GROUP INC COM CL A | Stock | 1451 | $16,297 | 512 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DELL TECHNOLOGIES INC CL C | Stock | 1452 | $16,295 | 213 | 0.00 | 0.00 | -108 | -33.64 | 12-31-2023 |
| INSPIRE MED SYS INC COM | Stock | 1453 | $16,275 | 80 | 0.00 | 0.00 | 71 | 788.89 | 12-31-2023 |
| BWX TECHNOLOGIES INC COM | Stock | 1454 | $16,271 | 212 | 0.00 | 0.00 | 204 | 2550.00 | 12-31-2023 |
