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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 201 | $737,958 | 7,360 | 0.00 | 7,360 | +Inf | 12-31-2023 | |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | ETF | 202 | $737,740 | 28,672 | 0.00 | 0.00 | 3,568 | 14.21 | 12-31-2023 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | 203 | $735,833 | 14,800 | 0.00 | 0.00 | -571 | -3.71 | 12-31-2023 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 204 | $731,831 | 11,271 | 0.00 | 0.00 | 10,051 | 823.85 | 12-31-2023 |
