Thomas J. Herzfeld Advisors, Inc. Thornburg Income Builder Opportunities Trust Transaction History
Thomas J. Herzfeld Advisors, Inc.
- $280 Billion
- Q2 2025
A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 214,693 shares of TBLD stock, worth $4.27 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
214,693
Previous 183,561
16.96%
Holding current value
$4.27 Million
Previous $3.29 Billion
27.91%
% of portfolio
1.5%
Previous 1.12%
Shares
15 transactions
Others Institutions Holding TBLD
# of Institutions
53Shares Held
8.73MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.08MShares$41.4 Million0.01% of portfolio
-
Dkm Wealth Management, Inc. Stockton, CA955KShares$19 Million16.16% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL827KShares$16.5 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO724KShares$14.4 Million0.01% of portfolio
-
Advisors Asset Management, Inc. Monument, CO567KShares$11.3 Million0.21% of portfolio
About Thornburg Income Builder Opportunities Trust
- Ticker TBLD
- Exchange NASDAQ
- Sector ETFs
- Industry ETFs