Fernwood Investment Management, LLC Vanguard Consumer Staples ETF Transaction History
Fernwood Investment Management, LLC
- $283 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding VDC
# of Institutions
669Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$742 Million0.06% of portfolio
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Wellspring Financial Advisors, LLC Cleveland, OH792KShares$171 Million0.16% of portfolio
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Beacon Capital Management, Inc.714KShares$154 Million6.76% of portfolio
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Lpl Financial LLC Fort Mill, SC704KShares$152 Million0.06% of portfolio
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Morgan Stanley New York, NY618KShares$133 Million0.01% of portfolio