Tanglewood Legacy Advisors, LLC New Holdings in Q1 2024

Tanglewood Legacy Advisors, LLC

  • $203 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
First Trust
11.6K
New
N/A
11.6K $398M
SHEL
Shell PLC

Energy
3.25K
New
$61.04 - $67.42 $198K - $219K
3.25K $218M
IEFA
Ishares Tr

ETFs
2.86K
New
$68.14 - $74.43 $195K - $213K
2.86K $212M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.64K
New
$56.98 - $284.98 $150K - $751K
2.64K $160M
First Trust
3.3K
New
N/A
3.3K $111M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
3K
New
$34.51 - $36.05 $104K - $108K
3K $108M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
788
New
$102.35 - $110.52 $80.7K - $87.1K
788 $87.1M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.44K
New
$37.58 - $39.24 $54.1K - $56.5K
1.44K $56.5M
CCJ
Cameco Corp

Energy
1K
New
$39.57 - $50.56 $39.6K - $50.6K
1K $43.3M
OMFS
Invesco Exchange Traded Self I

ETFs
1K
New
$35.5 - $38.56 $35.5K - $38.6K
1K $37.8M
HUBS
Hubspot Inc

Technology
12
New
$530.25 - $646.63 $6.36K - $7.76K
12 $7.52M
PLTR
Palantir Technologies Inc.

Technology
300
New
$15.98 - $26.46 $4.79K - $7.94K
300 $6.9M
NFLX
Netflix Inc

Communication Services
3
New
$468.5 - $629.24 $1.41K - $1.89K
3 $1.82M
CEG
Constellation Energy Corp

Utilities
9
New
$111.41 - $187.26 $1K - $1.69K
9 $1.66M
CPRT
Copart Inc

Consumer Cyclical
28
New
$46.55 - $57.92 $1.3K - $1.62K
28 $1.62M
CDNS
Cadence Design Systems Inc

Technology
5
New
$252.71 - $322.8 $1.26K - $1.61K
5 $1.56M
APH
Amphenol Corp

Technology
12
New
$94.46 - $115.35 $1.13K - $1.38K
12 $1.38M
SAP
Sap Se

Technology
6
New
$148.52 - $197.09 $891 - $1.18K
6 $1.17M
SNPS
Synopsys Inc

Technology
2
New
$484.81 - $602.01 $970 - $1.2K
2 $1.14M
ADBE
Adobe Inc.

Technology
2
New
$492.46 - $634.76 $985 - $1.27K
2 $1.01M
CELH
Celsius Holdings, Inc.

Consumer Defensive
12
New
$49.9 - $96.11 $599 - $1.15K
12 $995K
FSLY
Fastly, Inc.

Technology
50
New
$12.6 - $24.99 $630 - $1.25K
50 $649K
Activity Summary
Buys All Purchases 57 New Holdings 23 Increased Positions 34 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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