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
CHENIERE ENERGY INC COM NEW Stock 951 $48,326 283 0.00 0.00 75 36.06 12-31-2023
WESTERN UN CO COM Stock 952 $48,295 4,052 0.00 0.00 -770 -15.97 12-31-2023
ANYWHERE REAL ESTATE INC COM Stock 953 $48,206 5,944 0.00 0.00 -1,444 -19.55 12-31-2023
AMERICAN EQTY INVT LIFE HLD CO COM Stock 954 $47,988 860 0.00 0.00 0 0.00 12-31-2023
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