Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES MSCI USA VALUE FACTOR ETF | ETF | 901 | $54,424 | 538 | 0.00 | 0.00 | 314 | 140.18 | 12-31-2023 |
CRH PLC ORD | Stock | 902 | $54,152 | 783 | 0.00 | 0.00 | 183 | 30.50 | 12-31-2023 |
SEALED AIR CORP NEW COM | Stock | 903 | $54,123 | 1,482 | 0.00 | 0.00 | -15 | -1.00 | 12-31-2023 |
STERICYCLE INC COM | Stock | 904 | $53,970 | 1,089 | 0.00 | 0.00 | -21 | -1.89 | 12-31-2023 |