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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEXTERA ENERGY | COM | 52 | $5,779,893 | 90,438 | 0.00 | 0.00 | 4,329 | 5.03 | 03-31-2024 |
| First Trust Advisors LP | INDXX NAT RE ETF | Liquidated | $0 | 0 | 0.00 | 443,923 | +Inf | 03-31-2024 | |
| Thermo Fisher Scientific Inc | COM | 54 | $5,756,304 | 9,904 | 0.00 | 0.00 | -77 | -0.77 | 03-31-2024 |
