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 |
|---|---|---|---|---|---|---|---|---|---|
| WARRIOR MET COAL INC COM | Stock | 1651 | $11,279 | 185 | 0.00 | 0.00 | -68 | -26.88 | 12-31-2023 |
| CINEMARK HLDGS INC COM | Stock | 1652 | $11,272 | 800 | 0.00 | 0.00 | -107 | -11.80 | 12-31-2023 |
| ISHARES 10-20 YEAR TREASURY BOND ETF | ETF | 1653 | $11,244 | 104 | 0.00 | 0.00 | 50 | 92.59 | 12-31-2023 |
| ENPHASE ENERGY INC COM | Stock | 1654 | $11,232 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
