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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | ETF | 1551 | $13,655 | 649 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| XOMETRY INC CLASS A COM | Stock | 1552 | $13,645 | 380 | 0.00 | 0.00 | 274 | 258.49 | 12-31-2023 |
| WHITE MTNS INS GROUP LTD COM | Stock | 1553 | $13,545 | 9 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PLDT INC SPONSORED ADR | ADR | 1554 | $13,519 | 577 | 0.00 | 0.00 | 454 | 369.11 | 12-31-2023 |
