Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
67,971
Previous 70,714 3.88%
Holding current value
$2.76 Billion
Previous $2.76 Billion 0.02%
% of portfolio
1.07%
Previous 1.13%

Shares

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

Nov 06, 2025
SELL
N/A
-2,743 Reduced 3.88%
67,971 $2.76 Billion
Q2 2025

Aug 08, 2025
SELL
N/A
-987 Reduced 1.38%
70,714 $2.76 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
14,167 Added 24.62%
71,701 $2.64 Billion
Q3 2024

Oct 15, 2024
SELL
N/A
-80 Reduced 0.14%
57,534 $2.1 Billion
Q2 2024

Jul 17, 2024
SELL
N/A
-44 Reduced 0.08%
57,614 $2.04 Billion
Q1 2024

Apr 16, 2024
BUY
N/A
44,713 Added 345.41%
57,658 $1.99 Billion
Q2 2023

Aug 01, 2023
BUY
N/A
12,945 New
12,945 $404 Million
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