Tanglewood Legacy Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Tanglewood Legacy Advisors, LLC
- $203 Billion
- Q1 2024
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 35,560 shares of FPE stock, worth $617,321. This represents 0.3% of its overall portfolio holdings.
Number of Shares
35,560
Previous 36,260
1.93%
Holding current value
$617,321
Previous $611 Million
0.75%
% of portfolio
0.3%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding FPE
# of Institutions
425Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$824 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$302 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$196 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$184 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$182 Million0.1% of portfolio