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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC COM | Stock | 301 | $375,946 | 464 | 0.00 | 0.00 | 50 | 12.08 | 12-31-2023 |
| DIAMONDBACK ENERGY INC COM | Stock | 302 | $375,027 | 2,418 | 0.00 | 0.00 | 622 | 34.63 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 303 | $372,171 | 1,598 | 0.00 | 0.00 | 63 | 4.10 | 12-31-2023 |
| ASTRAZENECA PLC SPONSORED ADR | ADR | 304 | $371,212 | 5,512 | 0.00 | 0.00 | -30 | -0.54 | 12-31-2023 |
