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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 351 | $674,642 | 13,431 | 0.00 | 0.00 | 1,338 | 11.06 | 12-31-2023 |
| CHART INDS INC | COM | 352 | $671,835 | 4,928 | 0.00 | 0.00 | 2,590 | 110.78 | 12-31-2023 |
| ISHARES TR | U.S. REAL ES ETF | 353 | $667,072 | 7,298 | 0.00 | 0.00 | 243 | 3.44 | 12-31-2023 |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | 354 | $654,135 | 11,586 | 0.00 | 0.00 | 149 | 1.30 | 12-31-2023 |
