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 | SM CP VAL ETF | 251 | $336,004 | 1,867 | 0.00 | 0.00 | -494 | -20.92 | 12-31-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 252 | $330,489 | 1,717 | 0.00 | 0.00 | 67 | 4.06 | 12-31-2023 |
| VISA INC | COM CL A | 253 | $329,965 | 1,267 | 0.00 | 0.00 | 502 | 65.62 | 12-31-2023 |
| DEERE & CO | COM | 254 | $322,678 | 804 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
