Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
31,585
Previous 31,585 -0.0%
Holding current value
$1.2 Billion
Previous $1.15 Billion 4.31%
% of portfolio
0.46%
Previous 0.47%

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
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