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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI MATERIALS | 651 | $12,831 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
| KB FINL GROUP INC | SPONSORED ADR | 652 | $12,699 | 307 | 0.00 | 307 | +Inf | 12-31-2023 | |
| ISHARES TR | 0-3 MNTH TREASRY | 653 | $12,534 | 125 | 0.00 | 125 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 654 | $12,504 | 166 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
