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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,700,047 | 12,170 | 0.00 | 0.00 | 8 | 0.07 | 12-31-2023 |
| PFIZER INC | COM | 52 | $1,690,449 | 58,717 | 0.00 | 0.00 | 1,151 | 2.00 | 12-31-2023 |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | 53 | $1,690,230 | 30,673 | 0.00 | 0.00 | 17,354 | 130.30 | 12-31-2023 |
| INNOVATOR ETFS TR | INVATR 20 PLS 9 | 54 | $1,665,317 | 82,410 | 0.00 | 0.00 | -2,826 | -3.32 | 12-31-2023 |
