Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURITY NATIONAL BANK | 04-15-2024 | 03-31-2024 | 354 | 660,578,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST S & P500/BAR | Exchange Traded Fund | Liquidated | $0 | 0 | 0.00 | 0.00 | 972 | 10.74 | 12-31-2023 |
| Chevron Corp | COM | 152 | $676,705 | 4,290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Lamb Weston Holdings Inc | COM | 153 | $646,424 | 6,068 | 0.00 | 0.00 | 2,881 | 90.40 | 03-31-2024 |
| CADENCE BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
