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Mortgage Reit Index real shares owned by Bright Futures Wealth Management

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Bright Futures Wealth Management from 13F filings

Historical chart of Bright Futures Wealth Management investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Bright Futures Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $310k 13k 23.07
2024-03-31 $205k 9.3k 21.96

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Pacer Us Small (CALF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackstone Mtg Tr Com Cl A (BXMT)
Fidelity Covington Trust High Divid Etf (FDVV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Bright Futures Wealth Management

Top funds holding Mortgage Reit Index real

Morgan Stanley
WNY Asset Management
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Advisor Group Holdings
VisionPoint Advisory Group
LPL Financial
Mid-American Wealth Advisory Group
UBS Group
Barry Investment Advisors
Ameriprise Financial
Two Sigma Investments

View all funds holding Mortgage Reit Index real