Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NUVEEN ESG EMERGING MARKETS EQUITY ETF | ETF | 1851 | $8,031 | 298 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MIRUM PHARMACEUTICALS INC COM | Stock | 1852 | $7,970 | 270 | 0.00 | 0.00 | 30 | 12.50 | 12-31-2023 |
MEDPACE HLDGS INC COM | Stock | 1853 | $7,970 | 26 | 0.00 | 0.00 | -7 | -21.21 | 12-31-2023 |
CRACKER BARREL OLD CTRY STORE COM | Stock | 1854 | $7,939 | 103 | 0.00 | 103 | +Inf | 12-31-2023 |