Soa Wealth Advisors, Llc. Thornburg Income Builder Opportunities Trust Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,620 shares of TBLD stock, worth $28,382. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,620
Previous 1,620
-0.0%
Holding current value
$28,382
Previous $26,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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