BEAM WEALTH ADVISORS, INC. MBSF Holdings History
BEAM WEALTH ADVISORS, INC.'s Regan Floating Rate MBS ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 26,434.00 shares of Regan Floating Rate MBS ETF(MBSF), totaling $672,890.00. This investment constitutes 0.23% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.43% of the outstanding Regan Floating Rate MBS ETF(MBSF) stock.
The initial trade took place in 2025Q1. And since then BEAM WEALTH ADVISORS, INC. has made 1 purchases of MBSF, at an average price of $25.53, for a total of 26,434.00 shares. Based on historical transaction data and MBSF's current price of $25.40, BEAM WEALTH ADVISORS, INC.'s estimated gain on his MBSF holdings is $-3,436.42, reflecting a -0.51% gain to date.
BEAM WEALTH ADVISORS, INC. MBSF ($25.40) Holding Chart
BEAM WEALTH ADVISORS, INC. MBSF ($25.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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