Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Number of Shares
29,062
Previous 14,802 96.34%
Holding current value
$1.02 Billion
Previous $490 Million 108.47%
% of portfolio
0.42%
Previous 0.21%

Shares

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

Aug 08, 2025
BUY
N/A
14,260 Added 96.34%
29,062 $1.02 Billion
Q1 2025

Apr 22, 2025
SELL
N/A
-3,046 Reduced 17.07%
14,802 $490 Million
Q4 2024

Jan 30, 2025
BUY
N/A
8,860 Added 98.58%
17,848 $602 Million
Q1 2024

Apr 16, 2024
BUY
N/A
2,470 Added 37.9%
8,988 $284 Million
Q4 2023

Jan 22, 2024
BUY
N/A
6,518 New
6,518 $197 Million
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