Curio Wealth, LLC Thornburg Income Builder Opportunities Trust Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$16.21 - $17.94 $2,820 - $3,121	-174 Reduced 99.43%	1 $2.85 Million
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

55

Shares Held

9.47M

Call Options Held

0

Put Options Held

0

Ubs Group Ag

2.02M
Shares

$40.8 Million
0.01% of portfolio
Dkm Wealth Management, Inc. Stockton, CA

941K
Shares

$19 Million
15.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

831K
Shares

$16.8 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

705K
Shares

$14.2 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

607K
Shares

$12.2 Million
0.21% of portfolio

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

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