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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | 551 | $136,612 | 3,392 | 0.00 | 0.00 | 1,384 | 68.92 | 12-31-2023 |
| HOULIHAN LOKEY INC CL A | Stock | 552 | $136,510 | 1,139 | 0.00 | 0.00 | 123 | 12.11 | 12-31-2023 |
| PNC FINL SVCS GROUP INC COM | Stock | 553 | $136,310 | 881 | 0.00 | 0.00 | -88 | -9.08 | 12-31-2023 |
| VANGUARD MID-CAP ETF | ETF | 554 | $135,934 | 584 | 0.00 | 0.00 | 197 | 50.90 | 12-31-2023 |
