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Regan Floating Rate Mbs shares owned by Castleview Partners

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

Historical chart of Castleview Partners investment in Regan Floating Rate Mbs

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

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Quarterly reported holdings in Regan Floating Rate Mbs by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 878k 25.28

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amgen (AMGN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Nextera Energy (NEE)
Vaneck Etf Trust Clo Etf (CLOI)
Visa Com Cl A (V)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Castleview Partners

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