Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $259 Billion
  • Q3 2025
Number of Shares
11,373
Previous 11,507 1.16%
Holding current value
$433 Million
Previous $422 Million 2.64%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 06, 2025
SELL
N/A
-134 Reduced 1.16%
11,373 $433 Million
Q2 2025

Aug 08, 2025
SELL
N/A
-902 Reduced 7.27%
11,507 $422 Million
Q1 2025

Apr 22, 2025
BUY
N/A
11,060 Added 819.87%
12,409 $429 Million
Q3 2024

Oct 15, 2024
BUY
N/A
1,199 Added 799.33%
1,349 $46.6 Million
Q4 2023

Jan 22, 2024
BUY
N/A
150 New
150 $4.74 Million
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