Soa Wealth Advisors, Llc. Thornburg Income Builder Opportunities Trust Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 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 1,655 shares of TBLD stock, worth $33,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,655
Previous 1,629 1.6%
Holding current value
$33,364
Previous $31,000 3.23%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$19.19 - $20.37 $498 - $529
26 Added 1.6%
1,655 $32,000
Q2 2025

Jul 18, 2025
BUY
$16.64 - $19.62 $149 - $176
9 Added 0.56%
1,629 $31,000
Q2 2024

Jul 17, 2024
BUY
$15.24 - $16.39 $24,688 - $26,551
1,620 New
1,620 $26,000

Others Institutions Holding TBLD

# of Institutions
51
Shares Held
8.72M
Call Options Held
0
Put Options Held
0
View Full List

About Thornburg Income Builder Opportunities Trust

TBLD Quotes by TradingView
  • Ticker TBLD
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about TBLD
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