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 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
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