Tanglewood Legacy Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Tanglewood Legacy Advisors, LLC
- $228 Billion
- Q1 2025
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 4,303 shares of DSEP stock, worth $177,929. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,303
Previous 2,350
83.11%
Holding current value
$177,929
Previous $95.3 Million
79.17%
% of portfolio
0.07%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DSEP
# of Institutions
103Shares Held
3.3MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX355KShares$14.7 Million3.48% of portfolio
-
Armis Advisers, LLC Atlanta, GA323KShares$13.3 Million1.2% of portfolio
-
Envestnet Asset Management Inc176KShares$7.27 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.169KShares$7 Million3.06% of portfolio
-
Kestra Advisory Services, LLC143KShares$5.9 Million0.03% of portfolio