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

Regal Investment Advisors LLC

$1.3 Billion
Q4 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

1.53M

Call Options Held

400

Put Options Held

12.3K

Wells Fargo & Company San Francisco, CA

191K
Shares

$2.46 Million
0.0% of portfolio
Soltis Investment Advisors LLC St. George, UT

180K
Shares

$2.31 Million
0.19% of portfolio
Professional Financial Advisors, LLC

147K
Shares

$1.89 Million
0.45% of portfolio
Brinker Capital Investments, LLC

140K
Shares

$1.8 Million
0.04% of portfolio
Org Partners LLC Roanoke, IN

129K
Shares

$1.66 Million
0.45% of portfolio

About CAMBRIA ETF TR TAIL RISK ETF

Ticker TAIL
Sector ETFs
Industry ETFs

More about TAIL

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.