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 |
|---|---|---|---|---|---|---|---|---|---|
| FERGUSON PLC NEW SHS | Stock | 401 | $238,324 | 1,234 | 0.00 | 0.00 | -268 | -17.84 | 12-31-2023 |
| CONAGRA BRANDS INC COM | Stock | 402 | $237,917 | 8,301 | 0.00 | 0.00 | 187 | 2.30 | 12-31-2023 |
| RELX PLC SPONSORED ADR | ADR | 403 | $236,934 | 5,974 | 0.00 | 0.00 | 387 | 6.93 | 12-31-2023 |
| OTIS WORLDWIDE CORP COM | Stock | 404 | $232,934 | 2,603 | 0.00 | 0.00 | 493 | 23.36 | 12-31-2023 |
