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 |
|---|---|---|---|---|---|---|---|---|---|
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 351 | $227,701 | 13,223 | 0.00 | 13,223 | +Inf | 12-31-2023 | |
| RTX CORPORATION | COM | 352 | $227,010 | 2,698 | 0.00 | 0.00 | -14,578 | -84.38 | 12-31-2023 |
| LAUDER ESTEE COS INC | CL A | 353 | $226,542 | 1,549 | 0.00 | 0.00 | 123 | 8.63 | 12-31-2023 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 354 | $217,254 | 6,055 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
