Soa Wealth Advisors, Llc. Thornburg Income Builder Opportunities Trust Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
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 $30,229. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,620
Previous 1,620
-0.0%
Holding current value
$30,229
Previous $26,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding TBLD
# of Institutions
49Shares Held
8.84MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.05MShares$38.2 Million0.01% of portfolio
-
Dkm Wealth Management, Inc. Stockton, CA975KShares$18.2 Million19.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL761KShares$14.2 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO610KShares$11.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL552KShares$10.3 Million0.01% of portfolio
About Thornburg Income Builder Opportunities Trust
- Ticker TBLD
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs