Regal Investment Advisors LLC Cambria ETF Tr Tail Risk ETF Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Mar 01, 2023	SELL	$15.19 - $16.82 $5,103 - $5,651	-336 Reduced 0.69%	48,516 $742,000
Q3 2022 Nov 15, 2022	SELL	$15.86 - $17.6 $102,550 - $113,801	-6,466 Reduced 11.69%	48,852 $823,000
Q2 2022 Aug 09, 2022	SELL	$16.06 - $18.03 $360,306 - $404,503	-22,435 Reduced 28.85%	55,318 $972,000
Q1 2022 May 09, 2022	BUY	$16.43 - $18.55 $15,247 - $17,214	928 Added 1.21%	77,753 $1.3 Million
Q4 2021 Feb 10, 2022	BUY	$17.81 - $18.79 $95,764 - $101,033	5,377 Added 7.53%	76,825 $1.37 Million
Q3 2021 Nov 05, 2021	BUY	$18.49 - $19.28 $103,081 - $107,486	5,575 Added 8.46%	71,448 $1.34 Million
Q2 2021 Aug 09, 2021	BUY	$18.6 - $18.98 $1.23 Million - $1.25 Million	65,873 New	65,873 $1.23 Million

Others Institutions Holding TAIL

# of Institutions

37

Shares Held

1.99M

Call Options Held

4.4K

Put Options Held

10.1K

Wells Fargo & Company San Francisco, CA

755K
Shares

$8.33 Million
0.0% of portfolio
Soltis Investment Advisors LLC St. George, UT

183K
Shares

$2.02 Million
0.22% of portfolio
Brinker Capital Investments, LLC

140K
Shares

$1.54 Million
0.04% of portfolio
Professional Financial Advisors, LLC

115K
Shares

$1.27 Million
0.37% of portfolio
Lpl Financial LLC Fort Mill, SC

107K
Shares

$1.19 Million
0.0% of portfolio

About CAMBRIA ETF TR TAIL RISK ETF

Ticker TAIL
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