Regal Investment Advisors LLC Amplify ETF Tr High Income ETF Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$14.11 - $16.67 $269,486 - $318,380	-19,099 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$16.25 - $17.13 $26,503 - $27,939	1,631 Added 9.34%	19,099 $318,000
Q3 2021 Nov 05, 2021	SELL	$16.74 - $17.68 $2,678 - $2,828	-160 Reduced 0.91%	17,468 $294,000
Q2 2021 Aug 09, 2021	BUY	$16.79 - $17.79 $295,974 - $313,602	17,628 New	17,628 $311,000
Q1 2021 May 12, 2021	SELL	$15.83 - $16.79 $213,008 - $225,926	-13,456 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$14.28 - $15.99 $192,151 - $215,161	13,456 New	13,456 $214,000
Q1 2020 May 12, 2020	SELL	$10.4 - $18.23 $386,006 - $676,624	-37,116 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$17.55 - $18.02 $651,385 - $668,830	37,116 New	37,116 $662,000

Others Institutions Holding YYY

# of Institutions

71

Shares Held

7.89M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.87M
Shares

$22.8 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.1M
Shares

$13.4 Million
2.77% of portfolio
Morgan Stanley New York, NY

733K
Shares

$8.91 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

658K
Shares

$8 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

423K
Shares

$5.14 Million
0.02% of portfolio

About AMPLIFY ETF TR HIGH INCOME ETF

Ticker YYY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.