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 |
|---|---|---|---|---|---|---|---|---|---|
| JELD-WEN HLDG INC COM | Stock | 1751 | $9,308 | 493 | 0.00 | 0.00 | 167 | 51.23 | 12-31-2023 |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | ETF | Liquidated | $0 | 0 | 0.00 | 102 | +Inf | 12-31-2023 | |
| BANC OF CALIFORNIA INC COM | Stock | 1753 | $9,294 | 692 | 0.00 | 0.00 | 518 | 297.70 | 12-31-2023 |
| PLURI INC COM | Stock | 1754 | $9,272 | 16,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
