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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | CONSUM STP ETF | 801 | $201,204 | 1,054 | 0.00 | 0.00 | -48 | -4.36 | 12-31-2023 |
| SOFI TECHNOLOGIES INC | COM | 802 | $200,732 | 20,174 | 0.00 | 0.00 | -21,804 | -51.94 | 12-31-2023 |
| GOLDMAN SACHS BDC INC | SHS | 803 | $187,850 | 12,823 | 0.00 | 0.00 | -1,177 | -8.41 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | INTMD TERM TRSRY | Liquidated | $0 | 0 | 0.00 | 13,721 | +Inf | 12-31-2023 |
