Tanglewood Legacy Advisors, LLC Purchases and Sells in Q2 2025

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
16.4K
+ 2.7%
$81.46 - $94.63 $1.34M - $1.56M
626K $59.2B
128
+ 0.76%
$320.42 - $424.58 $41K - $54.3K
16.9K $7.17B
21.7K
+ 115.03%
$39.94 - $44.64 $867K - $969K
40.6K $1.81B
FIRST TRUST
14.3K
+ 96.34%
N/A
29.1K $1.02B
7.8K
+ 75.38%
$38.3 - $44.42 $299K - $346K
18.1K $806M
25
+ 0.4%
$496.48 - $617.85 $12.4K - $15.4K
6.21K $3.84B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
275
New
$228.25 - $285.3 $62.8K - $78.5K
275 $78.5M
92
New
$470.37 - $663.28 $43.3K - $61K
92 $61M
203
New
$150.57 - $212.76 $30.6K - $43.2K
203 $43.2M
660
New
$45.07 - $52.57 $29.7K - $34.7K
660 $32.2M
77
New
$243.75 - $303.93 $18.8K - $23.4K
77 $23.4M
100
New
$204.89 - $224.73 $20.5K - $22.5K
100 $21.9M
View all

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
PGIM AAA
-21.5K
- 9.54%
N/A
204K $10.5B
-5.43K
- 18.63%
$166.82 - $194.23 $905K - $1.05M
23.7K $4.6B
-1.42K
- 8.31%
$172.42 - $223.89 $244K - $317K
15.6K $3.2B
-4.55K
- 17.25%
$85.42 - $94.39 $389K - $429K
21.8K $2.05B
-17.3K
- 72.7%
$16.93 - $17.81 $293K - $308K
6.5K $116M
FIRST TRUST
-7.86K
- 37.77%
N/A
12.9K $501M
View all
Activity Summary
Buys All Purchases 37 New Holdings 12 Increased Positions 25 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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