Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
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 |