Lokken Investment Group LLC Thornburg Income Builder Opportunities Trust Transaction History
Lokken Investment Group LLC
- $213 Million
- Q4 2024
A detailed history of Lokken Investment Group LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Lokken Investment Group LLC holds 49,513 shares of TBLD stock, worth $867,467. This represents 0.38% of its overall portfolio holdings.
Number of Shares
49,513
Previous 49,352
0.33%
Holding current value
$867,467
Previous $879,000
8.42%
% of portfolio
0.38%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding TBLD
# of Institutions
58Shares Held
9.01MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.03MShares$35.6 Million0.01% of portfolio
-
Dkm Wealth Management, Inc. Stockton, CA977KShares$17.1 Million15.09% of portfolio
-
Saba Capital Management, L.P. New York, NY706KShares$12.4 Million0.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL698KShares$12.2 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO576KShares$10.1 Million0.01% of portfolio
About Thornburg Income Builder Opportunities Trust
- Ticker TBLD
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs