Tanglewood Legacy Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Tanglewood Legacy Advisors, LLC
- $259 Billion
- Q3 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 4,700 shares of FPE stock, worth $86,010. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,700
Previous 6,500
27.69%
Holding current value
$86,010
Previous $116 Million
25.9%
% of portfolio
0.03%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding FPE
# of Institutions
493Shares Held
245MCall Options Held
10.2KPut Options Held
0-
Morgan Stanley New York, NY52.1MShares$954 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A625.2MShares$462 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA15.3MShares$280 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.2MShares$260 Million0.08% of portfolio
-
Ubs Group Ag9.9MShares$181 Million0.03% of portfolio