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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL US | MF Closed and MF Open | 151 | $61,220 | 2,034 | 0.00 | 0.00 | -7,435 | -78.52 | 03-31-2024 |
| COCA COLA COMPANY | Common Stock | 152 | $60,813 | 994 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ABBOTT LABORATORIES | Common Stock | 153 | $60,581 | 533 | 0.00 | 0.00 | -17 | -3.09 | 03-31-2024 |
| FORTUNE BRANDS | Common Stock | 154 | $60,539 | 715 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
