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 |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC COM | REIT | 601 | $116,139 | 1,792 | 0.00 | 0.00 | 817 | 83.79 | 12-31-2023 |
| AERCAP HOLDINGS NV SHS | Stock | 602 | $115,939 | 1,560 | 0.00 | 0.00 | 33 | 2.16 | 12-31-2023 |
| DESCARTES SYS GROUP INC COM | Stock | 603 | $115,372 | 1,373 | 0.00 | 0.00 | 22 | 1.63 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP COM | Stock | 604 | $114,223 | 1,498 | 0.00 | 0.00 | -416 | -21.73 | 12-31-2023 |
