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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLSCOT MOBIL MINI HLDNG CORP COM CL A | Stock | 251 | $500,916 | 11,257 | 0.00 | 0.00 | -1,636 | -12.69 | 12-31-2023 |
| BENTLEY SYS INC COM CL B | Stock | 252 | $499,789 | 9,578 | 0.00 | 0.00 | -20 | -0.21 | 12-31-2023 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 253 | $483,208 | 4,979 | 0.00 | 0.00 | 1,864 | 59.84 | 12-31-2023 |
| PHILIP MORRIS INTL INC COM | Stock | 254 | $481,973 | 5,123 | 0.00 | 0.00 | 268 | 5.52 | 12-31-2023 |
