Number of Shares
107,040
Previous 84,545 26.61%
Holding current value
$5.48 Billion
Previous $4.32 Billion 26.94%
% of portfolio
2.44%
Previous 2.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
N/A
22,495 Added 26.61%
107,040 $5.48 Billion
Q2 2024

Jul 17, 2024

BUY
N/A
84,545 New
84,545 $4.32 Billion
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.