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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 51 | $5,468,410 | 71,595 | 0.00 | 0.00 | 5,887 | 8.96 | 12-31-2023 |
| COSTCO WHSL CORP NEW COM | Stock | 52 | $5,357,260 | 8,116 | 0.00 | 0.00 | -110 | -1.34 | 12-31-2023 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 53 | $5,355,427 | 90,280 | 0.00 | 0.00 | 6,892 | 8.26 | 12-31-2023 |
| PIMCO INCOME STRATEGY FD II COM | CEF | 54 | $5,237,841 | 724,459 | 0.00 | 0.00 | 49,498 | 7.33 | 12-31-2023 |
