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 |
|---|---|---|---|---|---|---|---|---|---|
| LITHIA MTRS INC COM | Stock | 501 | $161,131 | 489 | 0.00 | 0.00 | 109 | 28.68 | 12-31-2023 |
| EVERCORE INC CLASS A | Stock | 502 | $160,615 | 939 | 0.00 | 0.00 | 88 | 10.34 | 12-31-2023 |
| HCA HEALTHCARE INC COM | Stock | 503 | $160,514 | 593 | 0.00 | 0.00 | 2 | 0.34 | 12-31-2023 |
| CANADIAN NAT RES LTD COM | Stock | 504 | $159,207 | 2,430 | 0.00 | 0.00 | 256 | 11.78 | 12-31-2023 |
