Tanglewood Legacy Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Tanglewood Legacy Advisors, LLC
- $225 Billion
- Q3 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 2,350 shares of DSEP stock, worth $94,681. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,350
Previous 3,441
31.71%
Holding current value
$94,681
Previous $135 Million
30.07%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
71Shares Held
1.75MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.172KShares$6.92 Million2.9% of portfolio
-
Kestra Advisory Services, LLC138KShares$5.57 Million0.03% of portfolio
-
Envestnet Asset Management Inc135KShares$5.44 Million0.0% of portfolio
-
Cwm, LLC100KShares$4.04 Million0.02% of portfolio
-
Ae Wealth Management LLC88.6KShares$3.57 Million0.04% of portfolio