Tanglewood Legacy Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Tanglewood Legacy Advisors, LLC
- $234 Billion
- Q4 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 49,137 shares of DJUN stock, worth $2.17 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
49,137
Previous 51,038
3.72%
Holding current value
$2.17 Million
Previous $2.17 Billion
2.09%
% of portfolio
0.91%
Previous 0.96%
Shares
6 transactions
Others Institutions Holding DJUN
# of Institutions
96Shares Held
2.11MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC200KShares$8.84 Million0.05% of portfolio
-
Armis Advisers, LLC Atlanta, GA137KShares$6.05 Million0.73% of portfolio
-
Commonwealth Equity Services, LLC123KShares$5.44 Million0.01% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.33 Million0.11% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio