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 BD INDEX FDS | SHORT TRM BOND | 301 | $292,291 | 3,795 | 0.00 | 0.00 | -48,738 | -92.78 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 302 | $271,277 | 1,592 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | U.S. TECH ETF | 303 | $270,050 | 2,200 | 0.00 | 0.00 | -1,100 | -33.33 | 12-31-2023 |
| CORTEVA INC | COM | 304 | $269,359 | 5,621 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
