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 | INTL DIV GRWTH | 451 | $435,974 | 6,752 | 0.00 | 0.00 | 2,552 | 60.76 | 12-31-2023 |
| PHILIP MORRIS INTL INC | COM | 452 | $435,904 | 4,633 | 0.00 | 0.00 | -46 | -0.98 | 12-31-2023 |
| BLACKROCK INC | COM | 453 | $434,269 | 535 | 0.00 | 0.00 | -14 | -2.55 | 12-31-2023 |
| AVERY DENNISON CORP | COM | 454 | $431,814 | 2,136 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
