Blue Bell Private Wealth Management, LLC Thornburg Income Builder Opportunities Trust Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 32,680 shares of TBLD stock, worth $571,900. This represents 0.11% of its overall portfolio holdings.
Number of Shares
32,680
Previous 29,762
9.8%
Holding current value
$571,900
Previous $530,000
0.19%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding TBLD
# of Institutions
58Shares Held
9.01MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.03MShares$35.6 Million0.01% of portfolio
-
Dkm Wealth Management, Inc. Stockton, CA977KShares$17.1 Million15.09% of portfolio
-
Saba Capital Management, L.P. New York, NY706KShares$12.4 Million0.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL698KShares$12.2 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO576KShares$10.1 Million0.01% of portfolio
About Thornburg Income Builder Opportunities Trust
- Ticker TBLD
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs