Regal Investment Advisors LLC Global X Funds Global X Altern Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$12.17 - $13.5 $369,176 - $409,522	-30,335 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$13.08 - $13.72 $21,621 - $22,679	1,653 Added 5.76%	30,335 $407,000
Q3 2021 Nov 05, 2021	BUY	$13.22 - $13.9 $9,293 - $9,771	703 Added 2.51%	28,682 $382,000
Q2 2021 Aug 09, 2021	BUY	$12.73 - $13.88 $356,172 - $388,348	27,979 New	27,979 $381,000
Q1 2021 May 12, 2021	SELL	$11.55 - $12.8 $265,372 - $294,092	-22,976 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$10.32 - $11.92 $237,112 - $273,873	22,976 New	22,976 $269,000
Q3 2020 Nov 13, 2020	SELL	$10.28 - $11.15 $440,600 - $477,889	-42,860 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$7.74 - $12.29 $331,736 - $526,749	42,860 New	42,860 $462,000
Q1 2020 May 12, 2020	SELL	$7.25 - $15.07 $308,937 - $642,162	-42,612 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$14.55 - $15.04 $111,583 - $115,341	-7,669 Reduced 15.25%	42,612 $630,000
Q3 2019 Nov 15, 2019	BUY	$14.46 - $15.15 $126,337 - $132,365	8,737 Added 21.03%	50,281 $752,000
Q2 2019 Jul 26, 2019	BUY	$14.48 - $15.04 $17,578 - $18,258	1,214 Added 3.01%	41,544 $622,000
Q1 2019 May 09, 2019	BUY	$13.41 - $14.95 $3,406 - $3,797	254 Added 0.63%	40,330 $599,000
Q4 2018 Feb 04, 2019	BUY	$12.93 - $15.17 $24,243 - $28,443	1,875 Added 4.91%	40,076 $533,000
Q3 2018 Nov 05, 2018	BUY	$14.85 - $15.46 $213,320 - $222,082	14,365 Added 60.27%	38,201 $577,000
Q2 2018 Aug 10, 2018	BUY	$14.43 - $15.01 $80,072 - $83,290	5,549 Added 30.34%	23,836 $354,000
Q1 2018 Apr 25, 2018	BUY	$14.33 - $15.57 $262,052 - $284,728	18,287 New	18,287 $265,000

Others Institutions Holding ALTY

# of Institutions

23

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

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