| |
|
|
| Name: |
Tanglewood Legacy Advisors LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77056 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
22 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GMAR |
Ft Cboe Vest Us Equity Mode... |
61 |
New |
$0.00 |
$398,000 |
11,571 |
0.2% |
398,000 |
11,571 |
0.287 |
N/A |
|
|
SHEL |
Shell plc |
84 |
New |
$74.09 |
$218,000 |
3,248 |
0.11% |
218,000 |
3,248 |
0 |
Integrated Oil & Gas |
|
|
IEFA |
Ishares Core Msci Eafe |
88 |
New |
$0.00 |
$212,000 |
2,862 |
0.1% |
212,000 |
2,862 |
0 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
97 |
New |
$59.81 |
$160,000 |
2,635 |
0.08% |
160,000 |
2,635 |
0.001 |
Closed - End Fund - E... |
|
|
XMAR |
Ft Cboe Vest Us Equity Enh ... |
115 |
New |
$0.00 |
$111,000 |
3,300 |
0.05% |
111,000 |
3,300 |
0.037 |
N/A |
|
|
DJAN |
Ft Cboe Vest Us Equity Deep... |
117 |
New |
$0.00 |
$108,000 |
3,000 |
0.05% |
108,000 |
3,000 |
0.033 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
132 |
New |
$108.98 |
$87,000 |
788 |
0.04% |
87,000 |
788 |
0 |
Closed - End Fund - E... |
|
|
FMAR |
Ft Cboe Vest Us Equity Buff... |
152 |
New |
$0.00 |
$57,000 |
1,440 |
0.03% |
57,000 |
1,440 |
0.016 |
N/A |
|
|
CCJ |
Cameco Corporation (USA) |
170 |
New |
$50.91 |
$43,000 |
1,000 |
0.02% |
43,000 |
1,000 |
0 |
Industrial Metals & M... |
|
|
OMFS |
Invesco Russell 2000 Dynami... |
178 |
New |
$0.00 |
$38,000 |
1,000 |
0.02% |
38,000 |
1,000 |
0 |
N/A |
|
|
DMAR |
Ft Cboe Vest Us Equity Deep... |
183 |
New |
$0.00 |
$35,000 |
1,010 |
0.02% |
35,000 |
1,010 |
0 |
N/A |
|
|
HUBS |
Hubspot Inc |
255 |
New |
$0.00 |
$8,000 |
12 |
0% |
8,000 |
12 |
0 |
N/A |
|
|
PLTR |
Palantir Technologies Inc |
260 |
New |
$20.60 |
$7,000 |
300 |
0% |
7,000 |
300 |
0 |
N/A |
|
|
CPRT |
Copart Inc |
276 |
New |
$54.74 |
$2,000 |
28 |
0% |
2,000 |
28 |
0 |
Auto Dealerships |
|
|
CDNS |
Cadence Design Systems Inc |
282 |
New |
$287.48 |
$2,000 |
5 |
0% |
2,000 |
5 |
0 |
Technical & System So... |
|
|
CEG |
Constellation Energy Corp |
275 |
New |
$214.93 |
$2,000 |
9 |
0% |
2,000 |
9 |
0 |
N/A |
|
|
SAP |
SAP AG (ADR) |
288 |
New |
$190.05 |
$1,000 |
6 |
0% |
1,000 |
6 |
0 |
Application Software |
|
|
CELH |
Celsius Holdings Inc |
291 |
New |
$82.81 |
$1,000 |
12 |
0% |
1,000 |
12 |
0 |
Beverage Soft Drinks... |
|
|
FSLY |
Fastly, Inc. |
292 |
New |
$8.63 |
$1,000 |
50 |
0% |
1,000 |
50 |
0 |
N/A |
|
|
SNPS |
Synopsys Inc |
287 |
New |
$556.71 |
$1,000 |
2 |
0% |
1,000 |
2 |
0 |
Technical & System So... |
|
|
ADBE |
Adobe Systems Inc |
284 |
New |
$482.29 |
$1,000 |
2 |
0% |
1,000 |
2 |
0 |
Application Software |
|
|
APH |
Amphenol Corp |
289 |
New |
$127.57 |
$1,000 |
12 |
0% |
1,000 |
12 |
0 |
Diversified Electronics |
|
