Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOK FINANCIAL PRIVATE WEALTH INC 01-30-2024 12-31-2023 510 1,230,737,004
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $162,356,498 371,695 0.01 0.01 -4,303 -1.14 12-31-2023
VANGUARD INDEX FDS GROWTH ETF 2 $111,341,099 358,148 0.01 0.01 -10,561 -2.86 12-31-2023
VANGUARD INDEX FDS VALUE ETF 3 $72,940,405 487,896 0.01 0.01 -914 -0.19 12-31-2023
ISHARES TR CORE S&P MCP ETF 4 $70,295,467 253,637 0.01 0.01 4,813 1.93 12-31-2023
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