Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $228 Billion
  • Q1 2025
Number of Shares
26,991
Previous 28,601 5.63%
Holding current value
$1.01 Billion
Previous $1.07 Billion 5.44%
% of portfolio
0.44%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
N/A
-1,610 Reduced 5.63%
26,991 $1.01 Billion
Q3 2024

Oct 15, 2024
SELL
N/A
-260 Reduced 0.9%
28,601 $1.05 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
14,316 Added 98.43%
28,861 $1.03 Billion
Q2 2023

Aug 01, 2023
BUY
N/A
14,545 New
14,545 $452 Million
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