Tanglewood Legacy Advisors, LLC Purchases and Sells in Q1 2025

Tanglewood Legacy Advisors, LLC

  • $228 Billion
  • Q1 2025

Top Buys

Incresed Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
PGIM AAA
121K
+ 115.55%
N/A
225K $11.6B
33K
+ 5.73%
$90.0 - $96.32 $2.97M - $3.18M
609K $56.2B
FIRST TRUST
26.6K
+ 68.93%
N/A
65.2K $2.45B
FIRST TRUST
14.2K
+ 24.62%
N/A
71.7K $2.64B
FIRST TRUST
11.1K
+ 819.87%
N/A
12.4K $429M
1.46K
+ 5.27%
$182.82 - $196.21 $267K - $286K
29.1K $5.48B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
INNOVATOR US
17.7K
New
N/A
17.7K $527M
13.4K
New
N/A
13.4K $330M
5.74K
New
$44.11 - $47.04 $253K - $270K
5.74K $256M
3K
New
$44.44 - $45.83 $133K - $137K
3K $134M
3.66K
New
$13.33 - $14.08 $48.7K - $51.5K
3.66K $50.7M
2.75K
New
$15.31 - $16.37 $42.1K - $45K
2.75K $44.1M
View all

Top Sells

Reduced Positions

63 operations
Stock Shares change Price Range Shares Held Trade History
-16.6K
- 5.01%
$126.86 - $146.45 $2.11M - $2.43M
315K $40B
-37.3K
- 25.03%
$39.11 - $41.9 $1.46M - $1.56M
112K $4.42B
-20.6K
- 76.2%
$47.27 - $50.52 $974K - $1.04M
6.43K $314M
-1.29K
- 17.24%
$551.42 - $612.93 $711K - $790K
6.19K $3.46B
-207
- 1.22%
$360.07 - $417.26 $74.5K - $86.4K
16.8K $6.05B
-12.6K
- 9.92%
$45.66 - $48.85 $573K - $613K
114K $5.26B
View all
Activity Summary
Buys All Purchases 33 New Holdings 13 Increased Positions 20 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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