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 |
|---|---|---|---|---|---|---|---|---|---|
| FLEETCOR TECHNOLOGIES INC COM | Stock | 1801 | $8,761 | 31 | 0.00 | 0.00 | -172 | -84.73 | 12-31-2023 |
| PAN AMERN SILVER CORP COM | Stock | 1802 | $8,737 | 535 | 0.00 | 0.00 | 306 | 133.62 | 12-31-2023 |
| SEI ENHANCED LOW VOLATILITY U.S. LARGE CAP ETF | ETF | 1803 | $8,717 | 337 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AVERY DENNISON CORP COM | Stock | 1804 | $8,693 | 43 | 0.00 | 0.00 | 4 | 10.26 | 12-31-2023 |
