Fernwood Investment Management, LLC Vanguard S&P Small Cap 600 Val Transaction History
Fernwood Investment Management, LLC
- $303 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding VIOV
# of Institutions
184Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$40.6 Million3.96% of portfolio
-
Ubs Group Ag343KShares$32.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$28.5 Million0.0% of portfolio
-
One Day In July LLC214KShares$20.1 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$18.2 Million0.01% of portfolio