Ep Wealth Advisors, LLC Security National Financial Corp Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Security National Financial Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 60,825 shares of SNFCA stock, worth $720,168. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60,825
Previous 57,929
5.0%
Holding current value
$720,168
Previous $462,000
20.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SNFCA
# of Institutions
53Shares Held
10.1MCall Options Held
0Put Options Held
0-
Soltis Investment Advisors LLC St. George, UT2.82MShares$33.4 Million2.58% of portfolio
-
M3 F, Inc. Salt Lake City, UT2.05MShares$24.3 Million5.81% of portfolio
-
Lhm, Inc. Sandy, UT864KShares$10.2 Million2.5% of portfolio
-
Vanguard Group Inc Valley Forge, PA708KShares$8.38 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX635KShares$7.52 Million0.0% of portfolio
About SECURITY NATIONAL FINANCIAL CORP
- Ticker SNFCA
- Exchange NASDAQ
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 18,717,500
- Market Cap $222M
- Description
- Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and inter...