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 |
|---|---|---|---|---|---|---|---|---|---|
| ARGO GROUP INTL HLDGS LTD COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 2352 | $3,337 | 117 | 0.00 | 0.00 | 5 | 4.46 | 12-31-2023 |
| WEIS MKTS INC COM | Stock | 2353 | $3,326 | 52 | 0.00 | 0.00 | 35 | 205.88 | 12-31-2023 |
| NATERA INC COM | Stock | 2354 | $3,320 | 53 | 0.00 | 0.00 | 27 | 103.85 | 12-31-2023 |
