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
BANCO SANTANDER CHILE NEW SP ADR REP COM ADR 2501 $2,689 138 0.00 0.00 0 0.00 12-31-2023
CORECIVIC INC COM REIT 2502 $2,688 185 0.00 0.00 -10 -5.13 12-31-2023
S & T BANCORP INC COM Stock Liquidated $0 0 0.00 0.00 -61 -38.12 12-31-2023
ERIE INDTY CO CL A Stock 2504 $2,679 8 0.00 0.00 0 0.00 12-31-2023
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