Regal Investment Advisors LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Regal Investment Advisors LLC
- $1.21 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DON
# of Institutions
489Shares Held
44.7MCall Options Held
500Put Options Held
237-
Bank Of America Corp Charlotte, NC4.62MShares$238 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$127 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.01MShares$103 Million0.04% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.82MShares$93.8 Million4.57% of portfolio
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Ubs Group Ag1.61MShares$83.1 Million0.02% of portfolio