Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $225 Billion
  • Q3 2024
Number of Shares
44,996
Previous 38,774 16.05%
Holding current value
$1.63 Billion
Previous $1.36 Billion 20.19%
% of portfolio
0.72%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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