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Security National Financial shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $180 20 9.00
2023-03-31 $128k 21k 6.21
2022-12-31 $348k 48k 7.30

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Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
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Microsoft Corp Stock (MSFT)
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Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance Advisors

Top funds holding Security National Financial

Soltis Investment Advisors
M3F
BlackRock
Vanguard Group
Dimensional Fund Advisors
Bridgeway Capital Management
Geode Capital Management
Northern Trust
Townsquare Capital
Janney Montgomery Scott
EP Wealth Advisors
FirstPurpose Wealth
O'shaughnessy Asset Management
Morgan Stanley
Empowered Funds

View all funds holding Security National Financial