A detailed history of Peak Financial Advisors LLC transactions in Saba Capital Income & Opportunities Fund stock. As of the latest transaction made, Peak Financial Advisors LLC holds 61,179 shares of BRW stock, worth $478,419. This represents 0.3% of its overall portfolio holdings.

Number of Shares
61,179
Previous 61,148 0.05%
Holding current value
$478,419
Previous $464,000 0.43%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Jan 14, 2025

BUY
$7.35 - $8.04 $227 - $249
31 Added 0.05%
61,179 $466,000
Q3 2024

Oct 09, 2024

BUY
$6.92 - $7.59 $25,292 - $27,741
3,655 Added 6.36%
61,148 $464,000
Q2 2024

Jul 12, 2024

BUY
$6.9 - $7.41 $63,355 - $68,038
9,182 Added 19.01%
57,493 $404,000
Q1 2024

Apr 12, 2024

BUY
$7.18 - $7.75 $31,491 - $33,991
4,386 Added 9.99%
48,311 $352,000
Q4 2023

Jan 10, 2024

BUY
$7.23 - $7.91 $317,577 - $347,446
43,925 New
43,925 $338,000

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
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