Wealth Enhancement Advisory Services, LLC Thornburg Income Builder Opportunities Trust Transaction History
Wealth Enhancement Advisory Services, LLC
- $65.4 Billion
- Q4 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 154,775 shares of TBLD stock, worth $3.12 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
154,775
Previous 120,403
28.55%
Holding current value
$3.12 Million
Previous $2.39 Million
30.45%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TBLD
# of Institutions
55Shares Held
9.52MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.02MShares$40.8 Million0.01% of portfolio
-
Dkm Wealth Management, Inc. Stockton, CA953KShares$19.2 Million14.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL831KShares$16.8 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO705KShares$14.2 Million0.01% of portfolio
-
Advisors Asset Management, Inc. Monument, CO607KShares$12.2 Million0.21% of portfolio
About Thornburg Income Builder Opportunities Trust
- Ticker TBLD
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs