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Regan Floating Rate Mbs shares owned by Acorn Wealth Advisors

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

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

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All positions including Regan Floating Rate Mbs held by Acorn 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 Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $735k 29k 25.34
2024-03-31 $425k 17k 25.28

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Top funds holding Regan Floating Rate Mbs

Castleview Partners
HBW Advisory Services
VisionPoint Advisory Group
Access Financial Services
Sterneck Capital Management
Biltmore Family Office
AlphaMark Advisors
Auour Investments
Goldman Sachs Group
WESPAC Advisors
Camarda Wealth Advisory
Jane Street
Kingswood Wealth Advisors
Acorn Wealth Advisors
Cherry Creek Investment Advisors

View all funds holding Regan Floating Rate Mbs