Acorn Wealth Advisors »

Regan Floating Rate Mbs shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Regan Floating Rate Mbs shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Regan Floating Rate Mbs by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $425k 17k 25.28

More positions owned by Acorn Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Health Car Etf (VHT)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Acorn Wealth Advisors

Top funds holding Regan Floating Rate Mbs

Castleview Partners
VisionPoint Advisory Group
Sterneck Capital Management
WESPAC Advisors
Auour Investments
Jane Street
Kingswood Wealth Advisors
Susquehanna International
Arete Wealth Advisors
Acorn Wealth Advisors
Cherry Creek Investment Advisors
Townsquare Capital
Stegent Equity Advisors
UBS Group

View all funds holding Regan Floating Rate Mbs