Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FERNWOOD INVESTMENT MANAGEMENT LLC | 02-05-2024 | 12-31-2023 | 194 | 303,301,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC COM | Stock | 201 | $227,364 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 202 | $226,972 | 2,920 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TRUST CLOUD COMPUTING ETF | ETF | 203 | $222,224 | 2,535 | 0.00 | 0.00 | -630 | -19.91 | 12-31-2023 |
| ORACLE CORPORATION | Stock | 204 | $217,713 | 2,065 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
