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
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
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