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
MERCURY SYS INC COM Stock Liquidated $0 0 0.00 0.00 38 +Inf 12-31-2023
NEXTNAV INC COMMON STOCK Stock 2852 $1,402 315 0.00 0.00 0 0.00 12-31-2023
DOXIMITY INC CL A Stock 2853 $1,402 50 0.00 0.00 0 0.00 12-31-2023
NGL ENERGY PARTNERS LP COM UNIT REPST Stock 2854 $1,393 250 0.00 0.00 0 0.00 12-31-2023
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