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 |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL CARIBBEAN GROUP | COM | 651 | $252,635 | 1,951 | 0.00 | 1,951 | +Inf | 12-31-2023 | |
| DUPONT DE NEMOURS INC | COM | 652 | $251,884 | 3,274 | 0.00 | 3,274 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P DIVID ETF | 653 | $251,803 | 2,015 | 0.00 | 2,015 | +Inf | 12-31-2023 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 654 | $251,566 | 110 | 0.00 | 110 | +Inf | 12-31-2023 |
