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Ishares Tr sustnble msci shares owned by Security National Bank

Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Security National Bank from 13F filings

Historical chart of Security National Bank investment in Ishares Tr sustnble msci

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr sustnble msci held by Security National Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr sustnble msci by Security National Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 250 78.71

More positions owned by Security National Bank

Ishares Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Cl A (BRK.A)
iShares ETFs/USA Rus Mid Cap Etf (IWR)
Berkshire Hathaway Cl B New (BRK.B)
Murphy Usa (MUSA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Suntx Capital Management Corp Com Cl A (ROAD)
Lowe's Companies (LOW)
Palo Alto Networks (PANW)
Visa Com Cl A (V)
Meritage Homes Corporation (MTH)
Merck & Co (MRK)

View all positions for Security National Bank

Top funds holding Ishares Tr sustnble msci

CWM
Jane Street
Mission Wealth Management
Wealth Enhancement Advisory Services
Financial Gravity Wealth
Bank of America Corporation
Dynamic Advisors Solutions
Royal Bank of Canada
Citigroup
Advisor Group Holdings
Citadel Advisors
Bank Of Montreal
Hsbc Holdings
Commonwealth Equity Services
Aspiriant

View all funds holding Ishares Tr sustnble msci