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 | ISHARES | 301 | $110,906 | 4,875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DUKE ENERGY CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,116 | +Inf | 03-31-2024 | |
| VERIZON COMMUN | COM | 303 | $108,173 | 2,578 | 0.00 | 0.00 | 182 | 7.60 | 03-31-2024 |
| Antero Midstream Corp | COM | 304 | $107,348 | 7,635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
