Regal Investment Advisors LLC Barclays Bank PLC Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$25.81 - $28.0 $1,264 - $1,372	-49 Reduced 0.51%	9,609 $269,000
Q4 2023 Feb 14, 2024	BUY	$22.7 - $26.68 $219,236 - $257,675	9,658 New	9,658 $256,000

Others Institutions Holding CAPE

# of Institutions

37

Shares Held

11.6M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

2.4M
Shares

$75.7 Million
0.22% of portfolio
Ubs Group Ag

2.27M
Shares

$71.4 Million
0.01% of portfolio
Waddell & Associates, LLC

1.97M
Shares

$62.2 Million
7.17% of portfolio
Socha Financial Group, LLC Corning, NY

1.85M
Shares

$58.4 Million
23.77% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

854K
Shares

$26.9 Million
10.27% of portfolio

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

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