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 |
|---|---|---|---|---|---|---|---|---|---|
| RESIDEO TECHNOLOGIES INC COM | Stock | 1951 | $6,775 | 360 | 0.00 | 0.00 | 235 | 188.00 | 12-31-2023 |
| ISHARES FALLEN ANGELS USD BOND ETF | ETF | 1952 | $6,773 | 257 | 0.00 | 0.00 | 7 | 2.80 | 12-31-2023 |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | ETF | 1953 | $6,767 | 105 | 0.00 | 105 | +Inf | 12-31-2023 | |
| HOST HOTELS & RESORTS INC COM | REIT | 1954 | $6,756 | 347 | 0.00 | 0.00 | -92 | -20.96 | 12-31-2023 |
