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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400GR ETF | 501 | $50,622 | 639 | 0.00 | 639 | +Inf | 12-31-2023 | |
| DANAHER CORPORATION | COM | 502 | $49,790 | 215 | 0.00 | 0.00 | 78 | 56.93 | 12-31-2023 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 503 | $49,326 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 504 | $49,019 | 127 | 0.00 | 0.00 | 21 | 19.81 | 12-31-2023 |
