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 29,762 shares of TBLD stock, worth $492,858. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,762
Previous 16,208 83.63%
Holding current value
$492,858
Previous $261,000 103.07%
% of portfolio
0.11%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$16.0 - $17.82 $216,864 - $241,532
13,554 Added 83.63%
29,762 $530,000
Q2 2024

Aug 05, 2024

BUY
$15.24 - $16.39 $186,842 - $200,941
12,260 Added 310.54%
16,208 $261,000
Q1 2024

Apr 24, 2024

BUY
$15.2 - $16.17 $60,009 - $63,839
3,948 New
3,948 $63,000

Others Institutions Holding TBLD

About Thornburg Income Builder Opportunities Trust


  • Ticker TBLD
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about TBLD
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