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Regan Floating Rate Mbs shares owned by Kingswood Wealth Advisors

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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $752k 30k 25.28

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Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood 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