Soltis Investment Advisors LLC Security National Financial Corp Transaction History
Soltis Investment Advisors LLC
- $1.01 Billion
- Q3 2024
A detailed history of Soltis Investment Advisors LLC transactions in Security National Financial Corp stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 2,820,948 shares of SNFCA stock, worth $34.2 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
2,820,948
Previous 2,791,828
1.04%
Holding current value
$34.2 Million
Previous $22.3 Million
16.22%
% of portfolio
2.58%
Previous 2.37%
Shares
19 transactions
Others Institutions Holding SNFCA
# of Institutions
53Shares Held
10.1MCall Options Held
0Put Options Held
0-
M3 F, Inc. Salt Lake City, UT2.05MShares$24.8 Million5.81% of portfolio
-
Lhm, Inc. Sandy, UT864KShares$10.5 Million2.5% of portfolio
-
Vanguard Group Inc Valley Forge, PA708KShares$8.58 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX635KShares$7.69 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN447KShares$5.42 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 $227M
- 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...