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 |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 501 | $362,680 | 13,890 | 0.00 | 13,890 | +Inf | 12-31-2023 | |
| ISHARES TR | MRGSTR MD CP GRW | 502 | $362,256 | 5,621 | 0.00 | 0.00 | -581 | -9.37 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 503 | $362,148 | 10,737 | 0.00 | 0.00 | 2,307 | 27.37 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 504 | $360,221 | 8,215 | 0.00 | 0.00 | 343 | 4.36 | 12-31-2023 |
