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 | ISHS 1-5YR INVS | 401 | $511,613 | 9,978 | 0.00 | 0.00 | -508 | -4.84 | 12-31-2023 |
| SMARTSHEET INC | COM CL A | 402 | $507,037 | 10,603 | 0.00 | 10,603 | +Inf | 12-31-2023 | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 403 | $502,226 | 5,035 | 0.00 | 0.00 | -37 | -0.73 | 12-31-2023 |
| PARKER-HANNIFIN CORP | COM | 404 | $501,118 | 1,088 | 0.00 | 0.00 | 1 | 0.09 | 12-31-2023 |
