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

Blue Bell Private Wealth Management, LLC

$569 Million
Q2 2025

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 26,846 shares of TBLD stock, worth $534,503. This represents 0.09% of its overall portfolio holdings.

Number of Shares

26,846

Previous 31,946 15.96%

Holding current value

$534,503

Previous $573,000 8.2%

% of portfolio

0.09%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$16.64 - $19.62 $84,864 - $100,062	-5,100 Reduced 15.96%	26,846 $526,000
Q1 2025 May 05, 2025	SELL	$16.21 - $17.94 $11,898 - $13,167	-734 Reduced 2.25%	31,946 $573,000
Q4 2024 Feb 06, 2025	BUY	$15.88 - $17.71 $46,337 - $51,677	2,918 Added 9.8%	32,680 $531,000
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

Shares Held

8.73M

Call Options Held

Put Options Held

View Full List

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

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