Regal Investment Advisors LLC Ubs Ag Transaction History
Regal Investment Advisors LLC
- $1.3 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding BDCZ
# of Institutions
11Shares Held
117KCall Options Held
0Put Options Held
0-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$899,3600.22% of portfolio
-
Eudaimonia Advisors LLC Winchester, TN34.7KShares$669,7670.36% of portfolio
-
Creative One Wealth, LLC Overland Park, KS26.3KShares$508,4970.02% of portfolio
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Lindbrook Capital, LLC4KShares$77,2000.01% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL2.23KShares$43,0770.0% of portfolio