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Hldgs shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $72k 1.5k 47.88
2023-12-31 $62k 1.5k 41.26
2023-09-30 $79k 1.9k 42.30
2023-06-30 $102k 1.9k 54.87
2023-03-31 $82k 1.9k 44.25
2022-12-31 $13k 356 37.70

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
BlackRock
Citadel Advisors
Susquehanna International
Bank of America Corporation
Nomura Holdings
Parallax Volatility Advisers
Dimensional Fund Advisors
Newport Trust
UBS Group
D. E. Shaw & Co
Millennium Management
LSV Asset Management
U.S. Global Investors

View all funds holding Hldgs