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 |
|---|---|---|---|---|---|---|---|---|---|
| UNDER ARMOUR INC CL A | Stock | 2251 | $3,956 | 450 | 0.00 | 0.00 | -300 | -40.00 | 12-31-2023 |
| GREEN BRICK PARTNERS INC COM | Stock | 2252 | $3,947 | 76 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARROWHEAD PHARMACEUTICALS INC COM | Stock | 2253 | $3,947 | 129 | 0.00 | 0.00 | 25 | 24.04 | 12-31-2023 |
| RINGCENTRAL INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 33.00 | 12-31-2023 |
