Number of Shares
1.11 Mil
Current Holdings Value*
$33.44 Mil
% of Portfolio
3.76%
Total Estimate Gain
$6.94 Mil
% of Total Estimate Gain
21.29%

Tanglewood Wealth Management, Inc.'s FPA Global Equity ETF Holding Summary

As of 2025-03-31, Tanglewood Wealth Management, Inc. held 1.11 Mil shares of FPA Global Equity ETF(FPAG), totaling $33.44 Mil. This investment constitutes 3.76% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 18.19% of the outstanding FPA Global Equity ETF(FPAG) stock.

The initial trade took place in 2024Q1. And since then Tanglewood Wealth Management, Inc. has made 4 purchases of FPAG, at an average price of $28.20, for a total of 1.15 Mil shares. In addition, there have been 1 sales at an average price of $31.27 for 41,519.00 shares. Based on historical transaction data and FPAG's current price of $34.32, Tanglewood Wealth Management, Inc.'s estimated gain on his FPAG holdings is $6.94 Mil, reflecting a 21.29% gain to date.

Tanglewood Wealth Management, Inc. FPAG ($34.32) Holding Chart

Tanglewood Wealth Management, Inc. FPAG ($34.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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