Tanglewood Legacy Advisors, LLC FIRST TRUST Transaction History

Tanglewood Legacy Advisors, LLC

  • $234 Billion
  • Q4 2024
Number of Shares
60,024
Previous 60,374 0.58%
Holding current value
$2.12 Billion
Previous $2.1 Billion 0.88%
% of portfolio
0.91%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
N/A
-350 Reduced 0.58%
60,024 $2.12 Billion
Q3 2024

Oct 15, 2024
BUY
N/A
30,436 Added 101.66%
60,374 $2.1 Billion
Q4 2023

Jan 22, 2024
BUY
N/A
22,758 Added 316.96%
29,938 $945 Million
Q3 2023

Oct 18, 2023
BUY
N/A
7,180 New
7,180 $211 Million
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