Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DILIGENT INVESTORS LLC | 07-15-2024 | 06-30-2024 | 337 | 403,769,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LRGCP B20 OCT | 251 | $393,654 | 11,410 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DOVER CORP | COM | 252 | $388,974 | 2,156 | 0.00 | 0.00 | -149 | -6.46 | 06-30-2024 |
| STARBUCKS CORP | COM | 253 | $381,630 | 4,902 | 0.00 | 0.00 | 454 | 10.21 | 06-30-2024 |
| SHOPIFY INC | CL A | 254 | $379,920 | 5,752 | 0.00 | 0.00 | 2,570 | 80.77 | 06-30-2024 |
