A detailed history of Modern Wealth Management, LLC transactions in Saba Capital Income & Opportunities Fund stock. As of the latest transaction made, Modern Wealth Management, LLC holds 35,600 shares of BRW stock, worth $280,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,600
Holding current value
$280,528
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$7.35 - $8.04 $261,660 - $286,223
35,600 New
35,600 $280 Million

Others Institutions Holding BRW

About Saba Capital Income & Opportunities Fund


  • Ticker BRW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Saba Capital Income & Opportunities Fund is a closed-ended fixed income mutual fund launched by Voya Investment Management LLC. The fund is managed by Saba Capital Management, L.P. It invests in the fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primaril...
More about BRW
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.