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 |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 601 | $284,313 | 1,477 | 0.00 | 0.00 | 122 | 9.00 | 12-31-2023 |
| ISHARES TR | CORE S&P US GWT | 602 | $282,924 | 2,718 | 0.00 | 0.00 | 5 | 0.18 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | US EQT DEEP DUFR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL MTRS CO | COM | 604 | $278,675 | 7,758 | 0.00 | 0.00 | -436 | -5.32 | 12-31-2023 |
