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 |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORP | COM | 201 | $1,519,203 | 20,774 | 0.00 | 0.00 | -540 | -2.53 | 12-31-2023 |
| WISDOMTREE TR | EMER MKT HIGH FD | 202 | $1,517,253 | 37,297 | 0.00 | 0.00 | -261 | -0.69 | 12-31-2023 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 203 | $1,491,220 | 8,498 | 0.00 | 0.00 | 195 | 2.35 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 204 | $1,474,036 | 28,655 | 0.00 | 0.00 | -1,343 | -4.48 | 12-31-2023 |
