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 |
|---|---|---|---|---|---|---|---|---|---|
| RPM INTL INC | COM | 701 | $232,290 | 2,081 | 0.00 | 2,081 | +Inf | 12-31-2023 | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 702 | $230,166 | 2,901 | 0.00 | 2,901 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. MED DVC ETF | 703 | $229,389 | 4,250 | 0.00 | 0.00 | -7,395 | -63.50 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 704 | $229,258 | 3,930 | 0.00 | 3,930 | +Inf | 12-31-2023 |
