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 |
|---|---|---|---|---|---|---|---|---|---|
| ACADEMY SPORTS & OUTDOORS INC COM | Stock | 801 | $69,300 | 1,050 | 0.00 | 0.00 | 880 | 517.65 | 12-31-2023 |
| UIPATH INC CL A | Stock | 802 | $69,080 | 2,781 | 0.00 | 0.00 | 42 | 1.53 | 12-31-2023 |
| DIMENSIONAL US LARGE CAP VALUE ETF | ETF | 803 | $68,842 | 2,545 | 0.00 | 2,545 | +Inf | 12-31-2023 | |
| TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 804 | $68,733 | 357 | 0.00 | 0.00 | -52 | -12.71 | 12-31-2023 |
