Whittier Trust CO Thornburg Income Builder Opportunities Trust Transaction History

Whittier Trust CO

$8.96 Billion
Q4 2025

A detailed history of Whittier Trust CO transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Whittier Trust CO holds 500 shares of TBLD stock, worth $10,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$10,090

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$19.91 - $20.54 $9,955 - $10,270	500 New	500 $10,000

Others Institutions Holding TBLD

# of Institutions

Shares Held

9.57M

Call Options Held

Put Options Held

Ubs Group Ag

1.79M
Shares

$36.1 Million
0.01% of portfolio
Dkm Wealth Management, Inc. Stockton, CA

953K
Shares

$19.2 Million
14.29% 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

View Full List

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

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