Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DILIGENT INVESTORS LLC | 01-10-2024 | 12-31-2023 | 319 | 363,938,154 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQT ULTRA BF | 201 | $478,233 | 13,890 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| THE CIGNA GROUP | COM | 202 | $474,928 | 1,586 | 0.00 | 0.00 | -106 | -6.26 | 12-31-2023 |
| ARK ETF TR | INNOVATION ETF | 203 | $474,053 | 9,052 | 0.00 | 0.00 | 1,776 | 24.41 | 12-31-2023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 204 | $473,044 | 34,279 | 0.00 | 0.00 | 229 | 0.67 | 12-31-2023 |
