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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN DIGITAL CORP. COM | Stock | 701 | $89,030 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ING GROEP N.V. SPONSORED ADR | ADR | 702 | $89,024 | 5,927 | 0.00 | 0.00 | 883 | 17.51 | 12-31-2023 |
| HALOZYME THERAPEUTICS INC COM | Stock | 703 | $88,963 | 2,407 | 0.00 | 0.00 | -82 | -3.29 | 12-31-2023 |
| ISHARES CORE S&P US VALUE ETF | ETF | 704 | $88,715 | 1,052 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
