Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TANGLEWOOD LEGACY ADVISORS LLC | 04-16-2024 | 03-31-2024 | 295 | 202,987,445 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY | Common Stock | 101 | $155,328 | 910 | 0.00 | 0.00 | -90 | -9.00 | 03-31-2024 |
| ONEOK INC | Common Stock | 102 | $149,592 | 1,866 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FISERV INC | Common Stock | 103 | $139,363 | 872 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VISA INC | Common Stock | 104 | $133,449 | 478 | 0.00 | 0.00 | 8 | 1.70 | 03-31-2024 |
