A detailed history of Ritholtz Wealth Management transactions in Security National Financial Corp stock. As of the latest transaction made, Ritholtz Wealth Management holds 14,487 shares of SNFCA stock, worth $132,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,487
Previous 16,889 14.22%
Holding current value
$132,121
Previous $133,000 13.53%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$6.5 - $8.4 $15,613 - $20,176
-2,402 Reduced 14.22%
14,487 $115,000
Q1 2024

Apr 24, 2024

BUY
$7.62 - $9.04 $17,274 - $20,493
2,267 Added 15.5%
16,889 $133,000
Q4 2023

Jan 18, 2024

BUY
$6.89 - $9.6 $3,045 - $4,243
442 Added 3.12%
14,622 $131,000
Q3 2023

Oct 13, 2023

BUY
$7.58 - $8.93 $107,484 - $126,627
14,180 New
14,180 $111,000

Others Institutions Holding SNFCA

About SECURITY NATIONAL FINANCIAL CORP


  • Ticker SNFCA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 18,717,500
  • Market Cap $171M
  • 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...
More about SNFCA
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