Security National Bank Virtus ETF Tr Ii Seix Sr Ln Et Transaction History

Security National Bank

$730 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	SELL	$23.64 - $24.08 $802,956 - $817,901	-33,966 Reduced 50.25%	33,634 $803,000
Q2 2023 Jul 18, 2023	SELL	$23.22 - $23.68 $2.06 Million - $2.1 Million	-88,859 Reduced 56.79%	67,600 $1.59 Million
Q1 2023 Apr 17, 2023	SELL	$23.23 - $23.95 $6.29 Million - $6.48 Million	-270,579 Reduced 63.36%	156,459 $3.69 Million
Q4 2022 Feb 01, 2023	BUY	$23.06 - $23.59 $2.22 Million - $2.27 Million	96,256 Added 29.1%	427,038 $9.92 Million
Q3 2022 Oct 18, 2022	BUY	$22.99 - $23.95 $1.36 Million - $1.42 Million	59,116 Added 21.76%	330,782 $7.65 Million
Q2 2022 Jul 25, 2022	BUY	$23.12 - $24.77 $6.28 Million - $6.73 Million	271,666 New	271,666 $6.28 Million

Others Institutions Holding SEIX

# of Institutions

51

Shares Held

2.79M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

418K
Shares

$10 Million
0.05% of portfolio
Ignite Planners, LLC

276K
Shares

$6.6 Million
1.57% of portfolio
Hightower 6 M Holding, LLC

258K
Shares

$6.17 Million
0.54% of portfolio
Ae Wealth Management LLC

247K
Shares

$5.91 Million
0.06% of portfolio
Virtus Fund Advisers, LLC Hartford, CT

210K
Shares

$5.03 Million
24.78% of portfolio

About VIRTUS ETF TR II SEIX SR LN ET

Ticker SEIX
Sector ETFs
Industry ETFs

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