Concurrent Investment Advisors, LLC Thornburg Income Builder Opportunities Trust Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 73,529 shares of TBLD stock, worth $1.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
73,529
Previous 20,791 253.66%
Holding current value
$1.48 Million
Previous $408 Million 258.53%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$19.19 - $20.37 $1.01 Million - $1.07 Million
52,738 Added 253.66%
73,529 $1.46 Billion
Q2 2025

Jul 25, 2025
BUY
$16.64 - $19.62 $345,962 - $407,919
20,791 New
20,791 $408 Million

Others Institutions Holding TBLD

# of Institutions
55
Shares Held
9.47M
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
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