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 |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC SVC ENTERPRISE GRP IN | COM | 701 | $6,614 | 108 | 0.00 | 108 | +Inf | 12-31-2023 | |
| CROWN CASTLE INC | COM | 702 | $6,566 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EQUITY RESIDENTIAL | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MSC INDL DIRECT INC | CL A | 704 | $5,772 | 57 | 0.00 | 57 | +Inf | 12-31-2023 |
