Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
17,943
Previous 12,947 38.59%
Holding current value
$728 Million
Previous $501 Million 45.29%
% of portfolio
0.28%
Previous 0.21%

Shares

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

Nov 06, 2025
BUY
N/A
4,996 Added 38.59%
17,943 $728 Million
Q2 2025

Aug 08, 2025
SELL
N/A
-7,857 Reduced 37.77%
12,947 $501 Million
Q3 2024

Oct 15, 2024
BUY
N/A
830 Added 4.16%
20,804 $750 Million
Q4 2023

Jan 22, 2024
SELL
N/A
-1,271 Reduced 5.98%
19,974 $641 Million
Q3 2023

Oct 18, 2023
BUY
N/A
21,245 New
21,245 $636 Million
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