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 |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP COM | Stock | 151 | $1,257,181 | 11,924 | 0.00 | 0.00 | 179 | 1.52 | 12-31-2023 |
| COMCAST CORP NEW CL A | Stock | 152 | $1,228,076 | 28,006 | 0.00 | 0.00 | 59 | 0.21 | 12-31-2023 |
| EXXON MOBIL CORP COM | Stock | 153 | $1,224,671 | 12,250 | 0.00 | 0.00 | -376 | -2.98 | 12-31-2023 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 154 | $1,223,952 | 22,089 | 0.00 | 0.00 | 6,685 | 43.40 | 12-31-2023 |
