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
LITHIUM AMERICAS ARGENTINA COR 1.75 01/15/2027 Convertible 2701 $1,950 3,000 0.00 3,000 +Inf 12-31-2023
PROTO LABS INC COM Stock 2702 $1,948 50 0.00 50 +Inf 12-31-2023
BANCFIRST CORP COM Stock 2703 $1,947 20 0.00 0.00 0 0.00 12-31-2023
BLUEPRINT MEDICINES CORP COM Stock 2704 $1,937 21 0.00 0.00 0 0.00 12-31-2023
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