A detailed history of Steward Partners Investment Advisory, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 12,960 shares of TBLD stock, worth $216,691. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,960
Previous 12,647 2.47%
Holding current value
$216,691
Previous $203,000 13.3%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$16.0 - $17.82 $5,008 - $5,577
313 Added 2.47%
12,960 $230,000
Q2 2024

Aug 08, 2024

SELL
$15.24 - $16.39 $5,257 - $5,654
-345 Reduced 2.66%
12,647 $203,000
Q1 2024

May 15, 2024

BUY
$15.2 - $16.17 $16,096 - $17,124
1,059 Added 8.87%
12,992 $210,000
Q4 2023

Feb 12, 2024

SELL
$13.77 - $15.68 $28,035 - $31,924
-2,036 Reduced 14.58%
11,933 $185,000
Q3 2023

Nov 13, 2023

SELL
$14.51 - $15.6 $13,508 - $14,523
-931 Reduced 6.25%
13,969 $203,000
Q2 2023

Aug 14, 2023

BUY
$14.92 - $15.7 $26,110 - $27,475
1,750 Added 13.31%
14,900 $226,000
Q1 2023

May 15, 2023

BUY
$14.33 - $15.8 $35,825 - $39,500
2,500 Added 23.47%
13,150 $205,000
Q2 2022

Aug 04, 2022

SELL
$14.27 - $17.16 $18,522 - $22,273
-1,298 Reduced 10.86%
10,650 $155,000
Q1 2022

May 02, 2022

BUY
$15.98 - $19.52 $190,929 - $233,224
11,948 New
11,948 $204,000

Others Institutions Holding TBLD

About Thornburg Income Builder Opportunities Trust


  • Ticker TBLD
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about TBLD
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