Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Number of Shares
18,535
Previous 14,510 27.74%
Holding current value
$722 Million
Previous $540 Million 33.75%
% of portfolio
0.3%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
4,025 Added 27.74%
18,535 $722 Million
Q2 2024

Jul 17, 2024
BUY
N/A
2,939 Added 25.4%
14,510 $514 Million
Q1 2024

Apr 16, 2024
BUY
N/A
11,571 New
11,571 $398 Million
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