Tanglewood Legacy Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Tanglewood Legacy Advisors, LLC
- $225 Billion
- Q3 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 51,038 shares of DJUN stock, worth $2.2 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
51,038
Previous 52,804
3.34%
Holding current value
$2.2 Million
Previous $2.16 Billion
0.6%
% of portfolio
0.96%
Previous 1.02%
Shares
5 transactions
Others Institutions Holding DJUN
# of Institutions
98Shares Held
2.24MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.19 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.51 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.41 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$3.96 Million0.12% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI72.5KShares$3.12 Million0.44% of portfolio