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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK INNOVATION | MF Closed and MF Open | 51 | $529,846 | 10,580 | 0.00 | 0.00 | -2,585 | -19.64 | 03-31-2024 |
| NEXTERA ENERGY | Common Stock | 52 | $498,498 | 7,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD HIGH | MF Closed and MF Open | 53 | $496,059 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 54 | $489,934 | 14,545 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
