Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
25,198
Previous 26,991 6.64%
Holding current value
$989 Million
Previous $1.03 Billion 4.36%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Nov 06, 2025
SELL
N/A
-1,793 Reduced 6.64%
25,198 $989 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-1,610 Reduced 5.63%
26,991 $1.01 Billion
Q3 2024

Oct 15, 2024
SELL
N/A
-260 Reduced 0.9%
28,601 $1.05 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
14,316 Added 98.43%
28,861 $1.03 Billion
Q2 2023

Aug 01, 2023
BUY
N/A
14,545 New
14,545 $452 Million
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email