Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BLACKROCK INC | 03-31-2024 | 03-31-2024 | 48325 | 4,295,718,804,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
LIVEPERSON INC | COM | 4501 | $6,303,765 | 6,320,198 | 0.00 | 0.00 | -1,578,987 | -19.99 | 03-31-2024 |
SECURITY NATL FINL CORP | CL A NEW | 4502 | $6,283,995 | 794,437 | 0.00 | 0.00 | -28,006 | -3.41 | 03-31-2024 |
ISHARES TR | MORTGE REL ETF | 4503 | $6,277,612 | 270,121 | 0.00 | 0.00 | -272,993 | -50.26 | 03-31-2024 |
ISHARES TR | HDG MSCI EAFE | 4504 | $6,276,063 | 179,933 | 0.00 | 0.00 | 175,235 | 3729.99 | 03-31-2024 |