Curio Wealth, LLC Thornburg Income Builder Opportunities Trust Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Curio Wealth, LLC holds 175 shares of TBLD stock, worth $3,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares

175

Holding current value

$3,034

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$15.88 - $17.71 $2,779 - $3,099	175 New	175 $2.85 Million

Others Institutions Holding TBLD

# of Institutions

Shares Held

8.74M

Call Options Held

Put Options Held

Ubs Group Ag

1.8M
Shares

$31.2 Million
0.01% of portfolio
Dkm Wealth Management, Inc. Stockton, CA

977K
Shares

$16.9 Million
15.09% of portfolio
Saba Capital Management, L.P. New York, NY

835K
Shares

$14.5 Million
0.32% of portfolio
Raymond James Financial Inc St. Petersburg, FL

698K
Shares

$12.1 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

576K
Shares

$9.98 Million
0.01% of portfolio

View Full List

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

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