Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Number of Shares
12,947
Previous 20,804 37.77%
Holding current value
$501 Million
Previous $748 Million 33.02%
% of portfolio
0.21%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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