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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 451 | $83,794 | 1,273 | 0.00 | 0.00 | 232 | 22.29 | 12-31-2023 |
| DNP SELECT INCOME FD INC | COM | 452 | $82,385 | 9,641 | 0.00 | 9,641 | +Inf | 12-31-2023 | |
| TE CONNECTIVITY LTD | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PHILLIPS 66 | COM | 454 | $79,618 | 598 | 0.00 | 0.00 | 57 | 10.54 | 12-31-2023 |
