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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INC | Common Stock | 251 | $14,862 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROYAL CARIBBEAN | Common Stock | 252 | $13,901 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MASTERBRAND INC | Common Stock | 253 | $13,399 | 715 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OCCIDENTAL PETROLEUM | Common Stock | 254 | $12,998 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
