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 |
|---|---|---|---|---|---|---|---|---|---|
| NextEra Energy Equity Partners | COM UNIT PART IN | 351 | $55,648 | 1,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STATE STREET ETF/USA | UTSER1 S&PDCRP | 352 | $55,640 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE | COM | 353 | $53,598 | 390 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CARDIFF ONCOLOGY INC | COM | 354 | $52,156 | 9,767 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
