Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $228 Billion
  • Q1 2025
Number of Shares
20,804
Previous 20,804 -0.0%
Holding current value
$748 Million
Previous $763 Million 1.95%
% of portfolio
0.33%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
N/A
830 Added 4.16%
20,804 $750 Million
Q4 2023

Jan 22, 2024
SELL
N/A
-1,271 Reduced 5.98%
19,974 $641 Million
Q3 2023

Oct 18, 2023
BUY
N/A
21,245 New
21,245 $636 Million
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