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Security National Financial shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $134k 17k 7.91
2023-12-31 $132k 15k 9.00
2023-09-30 $111k 14k 7.84

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
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Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Security National Financial

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Janney Montgomery Scott
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Empowered Funds

View all funds holding Security National Financial