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  Name: SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
  City: SIOUX CITY
  State: IA
  Zip: 51102
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $132,484,000
  Total Value Change : $4,296,000
  Securities Held Change : -1
   
All Securities Held : 91
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 5
  Unchanged Positions : 21
  Decreased Positions : 63

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VLTO)1 Year Chart         VLTO Veralto Corp 45 New $98.45 $1,329,000 16,162 1% 1,329,000 16,162 0.007    N/A
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 72 New $52.24 $340,000 6,440 0.26% 340,000 6,440 0.007    Closed - End Fund - Debt

      2 Records Found
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