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Regan Floating Rate Mbs shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 77k 25.28

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Vanguard Index Fds Growth Etf (VUG)
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Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Eli Lilly & Co. (LLY)

View all positions for WESPAC 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