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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP | COM | 351 | $209,346 | 5,670 | 0.00 | 5,670 | +Inf | 12-31-2023 | |
| INNOVATOR ETFS TR | US EQT ACLRTD 9 | 352 | $208,215 | 6,800 | 0.00 | 6,800 | +Inf | 12-31-2023 | |
| PINNACLE WEST CAP CORP | COM | Liquidated | $0 | 0 | 0.00 | 2,550 | +Inf | 12-31-2023 | |
| FOX CORP | CL A COM | 354 | $207,690 | 7,000 | 0.00 | 7,000 | +Inf | 12-31-2023 |
