Blue Bell Private Wealth Management, LLC Thornburg Income Builder Opportunities Trust Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

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 $491,965. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,762
Previous 16,208 83.63%
Holding current value
$491,965
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

# of Institutions
44
Shares Held
6.72M
Call Options Held
0
Put Options Held
0
View Full List

About Thornburg Income Builder Opportunities Trust

TBLD Quotes by TradingView
  • Ticker TBLD
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about TBLD
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email