Curio Wealth, LLC Thornburg Income Builder Opportunities Trust Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Curio Wealth, LLC holds 175 shares of TBLD stock, worth $3,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares

175

Holding current value

$3,022

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$15.88 - $17.71 $2,779 - $3,099	175 New	175 $2.85 Million

Others Institutions Holding TBLD

# of Institutions

Shares Held

7.68M

Call Options Held

Put Options Held

Ubs Group Ag

1.8M
Shares

$31.1 Million
0.01% of portfolio
Saba Capital Management, L.P. New York, NY

835K
Shares

$14.4 Million
0.32% of portfolio
Raymond James Financial Inc St. Petersburg, FL

698K
Shares

$12.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

552K
Shares

$9.52 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

542K
Shares

$9.37 Million
0.17% of portfolio

View Full List

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account