Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
38,441
Previous 38,767 0.84%
Holding current value
$1.56 Billion
Previous $1.52 Billion 2.49%
% of portfolio
0.6%
Previous 0.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-326 Reduced 0.84%
38,441 $1.56 Billion
Q2 2025

Aug 08, 2025
SELL
N/A
-522 Reduced 1.33%
38,767 $1.52 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-3,392 Reduced 7.95%
39,289 $1.42 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-2,315 Reduced 5.14%
42,681 $1.57 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
6,222 Added 16.05%
44,996 $1.63 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
18,987 Added 95.96%
38,774 $1.36 Billion
Q4 2023

Jan 22, 2024
BUY
N/A
825 Added 4.35%
19,787 $651 Million
Q2 2023

Aug 01, 2023
BUY
N/A
18,962 New
18,962 $592 Million
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