Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BRUNSWICK CORP COM | Stock | 1501 | $15,093 | 156 | 0.00 | 0.00 | 44 | 39.29 | 12-31-2023 |
THE REAL BROKERAGE INC COM NEW | Stock | 1502 | $15,040 | 9,400 | 0.00 | 0.00 | 6,900 | 276.00 | 12-31-2023 |
WSFS FINL CORP COM | Stock | 1503 | $15,019 | 327 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | ADR | 1504 | $15,009 | 51 | 0.00 | 0.00 | 40 | 363.64 | 12-31-2023 |