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Regan Floating Rate Mbs shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 371k 25.63

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Top funds holding Regan Floating Rate Mbs

Castleview Partners
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Orion Portfolio Solutions
Access Financial Services
Biltmore Family Office
Sterneck Capital Management
Feltz Wealth PLAN
AlphaMark Advisors
Camarda Wealth Advisory
Apollon Wealth Management
Auour Investments
Goldman Sachs Group
WESPAC Advisors

View all funds holding Regan Floating Rate Mbs