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 | MSCI ACWI ETF | 551 | $34,602 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FEDEX CORP | COM | 552 | $34,441 | 135 | 0.00 | 0.00 | 103 | 321.88 | 12-31-2023 |
| SENTINELONE INC | CL A | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 12-31-2023 | |
| SIMON PPTY GROUP INC NEW | COM | 554 | $33,521 | 235 | 0.00 | 235 | +Inf | 12-31-2023 |
