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
GINKGO BIOWORKS HOLDINGS INC CL A SHS Stock Liquidated $0 0 0.00 565 +Inf 12-31-2023
ALTERYX INC COM CL A Stock Liquidated $0 0 0.00 0.00 2 8.00 12-31-2023
VERRA MOBILITY CORP CL A COM STK Stock 3003 $1,013 44 0.00 0.00 0 0.00 12-31-2023
TRIPLE FLAG PRECIOUS METAL COM Stock 3004 $1,012 76 0.00 0.00 38 100.00 12-31-2023
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