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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATIVE INDL PPTYS INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 12-31-2023 | |
| ONE LIBERTY PPTYS INC COM | REIT | 2802 | $1,578 | 72 | 0.00 | 0.00 | -51 | -41.46 | 12-31-2023 |
| ISHARES CORE U.S. REIT ETF | ETF | 2803 | $1,574 | 29 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HILTON GRAND VACATIONS INC COM | Stock | 2804 | $1,568 | 39 | 0.00 | 0.00 | 16 | 69.57 | 12-31-2023 |
