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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLUB CAP BDC INC COM | CEF | 2051 | $5,693 | 377 | 0.00 | 0.00 | 22 | 6.20 | 12-31-2023 |
| DIAMONDROCK HOSPITALITY CO COM | REIT | 2052 | $5,690 | 606 | 0.00 | 0.00 | -135 | -18.22 | 12-31-2023 |
| ALEXANDER & BALDWIN INC NEW COM | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -52 | -13.27 | 12-31-2023 |
| Invesco DB Commodity Index Tracking ETF | ETF | 2054 | $5,664 | 257 | 0.00 | 0.00 | -500 | -66.05 | 12-31-2023 |
