Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $228 Billion
  • Q1 2025
Number of Shares
65,163
Previous 38,575 68.93%
Holding current value
$2.45 Billion
Previous $1.49 Billion 64.64%
% of portfolio
1.08%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
26,588 Added 68.93%
65,163 $2.45 Billion
Q1 2024

Apr 16, 2024
BUY
N/A
21,915 Added 131.54%
38,575 $1.38 Billion
Q1 2023

Apr 17, 2023
BUY
N/A
16,660 New
16,660 $516 Million
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