Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
70,453
Previous 70,733 0.4%
Holding current value
$2.94 Billion
Previous $2.83 Billion 3.84%
% of portfolio
1.13%
Previous 1.16%

Shares

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

Nov 06, 2025
SELL
N/A
-280 Reduced 0.4%
70,453 $2.94 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
5,570 Added 8.55%
70,733 $2.83 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
26,588 Added 68.93%
65,163 $2.45 Billion
Q1 2024

Apr 16, 2024
BUY
N/A
21,915 Added 131.54%
38,575 $1.38 Billion
Q1 2023

Apr 17, 2023
BUY
N/A
16,660 New
16,660 $516 Million
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