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
SITE CTRS CORP COM REIT 2001 $6,065 445 0.00 0.00 -55 -11.00 12-31-2023
KONTOOR BRANDS INC COM Stock 2002 $6,055 97 0.00 0.00 0 0.00 12-31-2023
C H ROBINSON WORLDWIDE INC COM NEW Stock 2003 $6,048 70 0.00 0.00 -52 -42.62 12-31-2023
UNIFIRST CORP MASS COM Stock 2004 $6,036 33 0.00 0.00 1 3.12 12-31-2023
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