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 |
|---|---|---|---|---|---|---|---|---|---|
| BP PLC | SPONSORED ADR | 751 | $214,427 | 6,057 | 0.00 | 0.00 | 292 | 5.07 | 12-31-2023 |
| THERMO FISHER SCIENTIFIC INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -154 | -26.74 | 12-31-2023 |
| BJS WHSL CLUB HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 2,976 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLIO LN TSR | 754 | $210,724 | 7,261 | 0.00 | 7,261 | +Inf | 12-31-2023 |
