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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 601 | $20,295 | 201 | 0.00 | 0.00 | 200 | 20000.00 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | 602 | $20,188 | 245 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 603 | $19,566 | 447 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 604 | $19,440 | 211 | 0.00 | 211 | +Inf | 12-31-2023 |
