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 INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $6,708,023 | 163,212 | 0.00 | 0.00 | 17,391 | 11.93 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 52 | $6,394,450 | 45,776 | 0.00 | 0.00 | -1,931 | -4.05 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 53 | $6,023,727 | 162,980 | 0.00 | 0.00 | -50 | -0.03 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 54 | $5,762,786 | 24,293 | 0.00 | 0.00 | -5,759 | -19.16 | 12-31-2023 |
