Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | 02-14-2024 | 12-31-2023 | 544 | 1,321,954,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $81,233,836 | 170,077 | 0.01 | 0.01 | 1,316 | 0.78 | 12-31-2023 |
| INVESCO QQQ TR | CALL | Liquidated | $0 | 0 | 0.00 | 79,417 | +Inf | 12-31-2023 | |
| APPLE INC | COM | 3 | $27,906,264 | 144,945 | 0.00 | 0.00 | 4,172 | 2.96 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $26,395,797 | 64,455 | 0.00 | 64,455 | +Inf | 12-31-2023 |
