New Edge Advisors, LLC Thornburg Income Builder Opportunities Trust Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, New Edge Advisors, LLC holds 14,753 shares of TBLD stock, worth $256,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,753

Previous 17,253 14.49%

Holding current value

$256,997

Previous $307,000 22.15%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$15.88 - $17.71 $39,700 - $44,275	-2,500 Reduced 14.49%	14,753 $239,000
Q3 2024 Nov 14, 2024	SELL	$16.0 - $17.82 $161,360 - $179,714	-10,085 Reduced 36.89%	17,253 $307,000
Q2 2024 Aug 15, 2024	SELL	$15.24 - $16.39 $53,919 - $57,987	-3,538 Reduced 11.46%	27,338 $440,000
Q1 2024 May 14, 2024	BUY	$15.2 - $16.17 $33,014 - $35,121	2,172 Added 7.57%	30,876 $499,000
Q4 2023 Feb 13, 2024	SELL	$13.77 - $15.68 $51,885 - $59,082	-3,768 Reduced 11.6%	28,704 $445,000
Q3 2023 Nov 14, 2023	BUY	$14.51 - $15.6 $471,168 - $506,563	32,472 New	32,472 $474,000

Others Institutions Holding TBLD

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Shares Held

Call Options Held

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About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

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New Edge Advisors, LLC Thornburg Income Builder Opportunities Trust Transaction History