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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA | Common Stock | 201 | $32,118 | 847 | 0.00 | 0.00 | 72 | 9.29 | 03-31-2024 |
| PRUDENTIAL FINANCIAL | Common Stock | 202 | $31,581 | 269 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO LARGE | MF Closed and MF Open | 203 | $29,304 | 517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MPLX | Oil & Gas, Real Estate and REIT | 204 | $28,926 | 696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
