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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | Exchange Traded Fund | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,074 | 26.99 | 12-31-2023 |
| REGENERON PHARMACEUTICALS INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Fidelity ETFs/USA | None | 203 | $330,221 | 11,175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FDS | Exchange Traded Fund | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
