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 |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 401 | $174,814 | 3,407 | 0.00 | 0.00 | -1,777 | -34.28 | 12-31-2023 |
| CHEMOURS CO | COM | 402 | $172,367 | 5,465 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 403 | $169,662 | 1,170 | 0.00 | 0.00 | 159 | 15.73 | 12-31-2023 |
| EXTRA SPACE STORAGE INC | COM | 404 | $166,102 | 1,036 | 0.00 | 0.00 | -6,291 | -85.86 | 12-31-2023 |
