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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOOM VIDEO COMMUNICATIONS INC CL A | Stock | 851 | $61,412 | 854 | 0.00 | 0.00 | -1,197 | -58.36 | 12-31-2023 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 852 | $61,327 | 920 | 0.00 | 0.00 | -3 | -0.33 | 12-31-2023 |
| ALIGN TECHNOLOGY INC COM | Stock | 853 | $61,102 | 223 | 0.00 | 0.00 | -309 | -58.08 | 12-31-2023 |
| NATIONAL GRID PLC SPONSORED ADR NE | ADR | 854 | $60,783 | 894 | 0.00 | 0.00 | 247 | 38.18 | 12-31-2023 |
