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Security National Financial shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Security National Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Security National Financial by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $488k 64k 7.66

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Apple (AAPL)
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Prog Holdings Com Npv (PRG)
Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Security National Financial

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View all funds holding Security National Financial