Concurrent Investment Advisors, LLC Thornburg Income Builder Opportunities Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,791 shares of TBLD stock, worth $404,177. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,791Holding current value
$404,177% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding TBLD
# of Institutions
52Shares Held
8.91MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.05MShares$39.8 Million0.01% of portfolio
-
Dkm Wealth Management, Inc. Stockton, CA955KShares$18.6 Million16.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL761KShares$14.8 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO610KShares$11.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL552KShares$10.7 Million0.01% of portfolio
About Thornburg Income Builder Opportunities Trust
- Ticker TBLD
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs