Kingswood Wealth Advisors »

Regan Floating Rate Mbs shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $883k 35k 25.63
2024-06-30 $874k 35k 25.34
2024-03-31 $752k 30k 25.28

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

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