Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025
Number of Shares
31,585
Previous 23,475 34.55%
Holding current value
$1.15 Billion
Previous $805 Million 43.13%
% of portfolio
0.47%
Previous 0.35%

Shares

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

Aug 08, 2025
BUY
N/A
8,110 Added 34.55%
31,585 $1.15 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
18,075 Added 334.72%
23,475 $821 Million
Q4 2023

Jan 22, 2024
BUY
N/A
5,400 New
5,400 $171 Million
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email