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
ARK FINTECH INNOVATION ETF ETF 3151 $772 28 0.00 0.00 0 0.00 12-31-2023
ARK SPACE EXPLORATION & INNOVATION ETF ETF 3152 $771 50 0.00 0.00 0 0.00 12-31-2023
GOLD FIELDS LTD SPONSORED ADR ADR 3153 $766 53 0.00 0.00 14 35.90 12-31-2023
MDU RES GROUP INC COM Stock Liquidated $0 0 0.00 0.00 25 178.57 12-31-2023
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