Tanglewood Legacy Advisors, LLC Incresed Positions in Q3 2024

Tanglewood Legacy Advisors, LLC

  • $225 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
994
+ 0.18%
$87.56 - $95.49 $87K - $94.9K
556K $53.1B
Pgim Aaa
22.5K
+ 26.61%
N/A
107K $5.48B
First Trust
30.4K
+ 101.66%
N/A
60.4K $2.1B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.14K
+ 2.66%
$79.92 - $88.19 $171K - $188K
82.5K $7.27B
DAUG
First Tr ETF Viii Cboe Vest Us
11.9K
+ 196.49%
N/A
17.9K $700M
IWD
Ishares Russell 1000 Val ETF

ETFs
36
+ 0.13%
$173.36 - $189.8 $6.24K - $6.83K
28K $5.31B
AAPL
Apple Inc.

Technology
5
+ 0.04%
$207.23 - $234.82 $1.04K - $1.17K
14.3K $3.32B
First Trust
6.22K
+ 16.05%
N/A
45K $1.63B
IWF
Ishares Russell 1000 Gr ETF

ETFs
69
+ 0.41%
$332.02 - $382.76 $22.9K - $26.4K
17K $6.38B
MSFT
Microsoft Corp

Technology
375
+ 12.07%
$395.15 - $467.56 $148K - $175K
3.48K $1.5B
First Trust
830
+ 4.16%
N/A
20.8K $750M
First Trust
1.2K
+ 799.33%
N/A
1.35K $46.6M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
199
+ 1.48%
$43.5 - $45.75 $8.66K - $9.1K
13.6K $623M
TELL
Tellurian Inc.

Energy
21.5K
+ 82.05%
$0.57 - $0.97 $12.3K - $20.9K
47.7K $46.2M
FEX
First Tr Large Cap Core Alphde

ETFs
11
+ 0.35%
$94.21 - $104.17 $1.04K - $1.15K
3.16K $329M
BX
Blackstone Inc.

Financial Services
4
+ 0.59%
$120.77 - $159.66 $483 - $639
686 $105M
AVGO
Broadcom Inc.

Technology
810
+ 900.0%
$136.27 - $1745.86 $110K - $1.41M
900 $155M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5
+ 0.42%
$51.0 - $52.05 $255 - $260
1.18K $61.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.57%
$96.25 - $101.98 $96.3 - $102
175 $17.7M
PBW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.33%
$17.77 - $23.99 $71.1 - $96
1.21K $24.2M
CVX
Chevron Corp

Energy
20
+ 0.48%
$137.88 - $161.97 $2.76K - $3.24K
4.2K $618M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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