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 |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 201 | $609,582 | 1,759 | 0.00 | 0.00 | 72 | 4.27 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 202 | $587,120 | 4,007 | 0.00 | 0.00 | 369 | 10.14 | 12-31-2023 |
| CONOCOPHILLIPS | COM | 203 | $567,002 | 4,885 | 0.00 | 0.00 | 100 | 2.09 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 204 | $551,854 | 7,939 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
