Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Number of Shares
51,644
Previous 57,189 9.7%
Holding current value
$1.91 Billion
Previous $1.99 Billion 3.85%
% of portfolio
0.78%
Previous 0.87%

Shares

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

Aug 08, 2025
SELL
N/A
-5,545 Reduced 9.7%
51,644 $1.91 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-2,835 Reduced 4.72%
57,189 $1.99 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-350 Reduced 0.58%
60,024 $2.12 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
30,436 Added 101.66%
60,374 $2.1 Billion
Q4 2023

Jan 22, 2024
BUY
N/A
22,758 Added 316.96%
29,938 $945 Million
Q3 2023

Oct 18, 2023
BUY
N/A
7,180 New
7,180 $211 Million
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