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 ETFs/USA | MSCI GBL SUS DEV | 401 | $19,678 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Cigna Group/The | COM | 402 | $17,796 | 49 | 0.00 | 0.00 | -1,060 | -95.58 | 03-31-2024 |
| Sherwin-Williams Co/The | COM | 403 | $17,367 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| American Electric Power Co Inc | COM | Liquidated | $0 | 0 | 0.00 | 210 | +Inf | 03-31-2024 |
