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 0-5 YEAR TIPS BOND ETF | ETF | 651 | $101,864 | 1,034 | 0.00 | 0.00 | -260 | -20.09 | 12-31-2023 |
| LANDSTAR SYS INC COM | Stock | 652 | $101,279 | 523 | 0.00 | 0.00 | -4 | -0.76 | 12-31-2023 |
| ROBERT HALF INC. COM | Stock | 653 | $101,116 | 1,150 | 0.00 | 0.00 | -33 | -2.79 | 12-31-2023 |
| FORD MTR CO DEL COM | Stock | 654 | $100,984 | 8,284 | 0.00 | 0.00 | -1,307 | -13.63 | 12-31-2023 |
