Regal Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Regal Investment Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$50.28 - $50.52 $45,050 - $45,265	-896 Reduced 5.21%	16,302 $820,000
Q1 2024 May 15, 2024	SELL	$50.23 - $50.46 $38,777 - $38,955	-772 Reduced 4.3%	17,198 $864,000
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $94,595 - $95,123	1,884 Added 11.71%	17,970 $902,000
Q3 2023 Nov 13, 2023	BUY	$50.28 - $50.51 $166,326 - $167,087	3,308 Added 25.89%	16,086 $809,000
Q2 2023 Aug 11, 2023	BUY	$50.23 - $50.5 $49,275 - $49,540	981 Added 8.32%	12,778 $642,000
Q1 2023 May 11, 2023	BUY	$50.21 - $50.41 $73,858 - $74,153	1,471 Added 14.25%	11,797 $593,000
Q4 2022 Mar 01, 2023	BUY	$50.2 - $50.39 $518,365 - $520,327	10,326 New	10,326 $519,000

528

210M

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