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 |
|---|---|---|---|---|---|---|---|---|---|
| MISSION PRODUCE INC COM | Stock | 2601 | $2,018 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
| CAMBRIDGE BANCORP COM | Stock | 2602 | $2,013 | 29 | 0.00 | 29 | +Inf | 12-31-2023 | |
| WK KELLOGG CO COM SHS | Stock | 2603 | $2,010 | 153 | 0.00 | 153 | +Inf | 12-31-2023 | |
| Flexshares Credit Scored US Long Corporate Bond Index Fund ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
