Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
28,190
Previous 29,052 2.97%
Holding current value
$1.1 Billion
Previous $1.09 Billion 0.34%
% of portfolio
0.42%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-862 Reduced 2.97%
28,190 $1.1 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-370 Reduced 1.26%
29,052 $1.02 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
4,232 Added 16.8%
29,422 $1 Billion
Q4 2023

Jan 22, 2024
BUY
N/A
270 Added 1.08%
25,190 $801 Million
Q3 2023

Oct 18, 2023
BUY
N/A
1,450 Added 6.18%
24,920 $738 Million
Q2 2023

Aug 01, 2023
BUY
N/A
23,470 New
23,470 $707 Million
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