$660 Million is the total value of BOK Financial Private Wealth, Inc.'s 142 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 25.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | Buy | ISHARES TRusa quality fctr | $88,645,000 | +4.0% | 1,313,460 | +1.7% | 13.43% | -0.9% |
| DBEF | Buy | DBX ETF TRxtrak msci eafe | $57,718,000 | +22.5% | 2,187,961 | +16.0% | 8.74% | +16.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $55,234,000 | +0.1% | 253,881 | -3.2% | 8.37% | -4.7% |
| UNP | Sell | UNION PAC CORP | $52,611,000 | +10.9% | 539,429 | -0.8% | 7.97% | +5.6% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $42,298,000 | -0.5% | 487,636 | +1.8% | 6.41% | -5.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $40,201,000 | +1.7% | 333,725 | -1.3% | 6.09% | -3.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $40,149,000 | +9.0% | 880,277 | -0.0% | 6.08% | +3.8% |
| VOO | Buy | VANGUARD INDEX FDS | $32,847,000 | +6.3% | 165,318 | +2.9% | 4.98% | +1.3% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $30,599,000 | +4.0% | 817,945 | -1.7% | 4.64% | -1.0% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $30,088,000 | +0.5% | 721,365 | -0.1% | 4.56% | -4.2% |
| EFA | Sell | ISHARES TRmsci eafe etf | $18,639,000 | +4.2% | 315,227 | -1.6% | 2.82% | -0.7% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $16,859,000 | -13.2% | 679,506 | -16.1% | 2.55% | -17.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $16,813,000 | +4.6% | 137,605 | -1.0% | 2.55% | -0.4% |
| IWC | Sell | ISHARES TRmicro-cap etf | $10,693,000 | +2.3% | 137,071 | -7.3% | 1.62% | -2.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,033,000 | -5.6% | 240,059 | -11.6% | 1.37% | -10.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $7,687,000 | +5.7% | 61,884 | -2.1% | 1.16% | +0.6% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $4,826,000 | +4.7% | 128,861 | -3.9% | 0.73% | -0.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,726,000 | -6.5% | 32,716 | -6.3% | 0.72% | -10.9% |
| SPLV | Sell | POWERSHARES ETF TR IIs&p500 low vol | $4,306,000 | -9.3% | 103,789 | -6.4% | 0.65% | -13.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $4,230,000 | +1.1% | 81,944 | -2.5% | 0.64% | -3.6% |
| WPS | Sell | ISHARES TRintl devppty etf | $3,833,000 | -0.8% | 101,067 | -3.8% | 0.58% | -5.4% |
| TTC | Buy | TORO CO | $3,747,000 | +6.2% | 80,000 | +100.0% | 0.57% | +1.2% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $3,529,000 | +1.9% | 67,334 | -6.2% | 0.54% | -2.9% |
| AAPL | Sell | APPLE INC | $3,035,000 | +13.0% | 26,843 | -4.5% | 0.46% | +7.7% |
| XOM | Buy | EXXON MOBIL CORP | $2,823,000 | +194.7% | 32,344 | +216.4% | 0.43% | +181.6% |
| CFR | CULLEN FROST BANKERS INC | $2,731,000 | +12.9% | 37,965 | 0.0% | 0.41% | +7.5% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $2,661,000 | -0.0% | 26,238 | -0.3% | 0.40% | -4.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,220,000 | -3.5% | 18,795 | -0.9% | 0.34% | -8.2% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $2,103,000 | +0.8% | 41,398 | +1.1% | 0.32% | -3.9% |
| IYR | Sell | ISHARES TRu.s. real es etf | $1,904,000 | -12.2% | 23,611 | -10.3% | 0.29% | -16.5% |
| FLOT | Sell | ISHARES TRfltg rate bd etf | $1,702,000 | -0.1% | 33,545 | -0.3% | 0.26% | -4.8% |
| MSFT | Sell | MICROSOFT CORP | $1,550,000 | +10.7% | 26,912 | -1.6% | 0.24% | +5.4% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,514,000 | -5.0% | 15,210 | -11.1% | 0.23% | -9.5% |
| REZ | Sell | ISHARES TRresid rl est cap | $1,408,000 | -6.6% | 21,483 | -3.8% | 0.21% | -11.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,400,000 | +5.8% | 11,280 | -0.9% | 0.21% | +1.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,363,000 | +2.4% | 31,841 | +6.1% | 0.21% | -2.8% |
| QAI | Sell | INDEXIQ ETF TRhedge mlti etf | $1,284,000 | -41.2% | 43,824 | -41.5% | 0.20% | -44.0% |
| SHM | SPDR SER TRnuvn br sht muni | $1,202,000 | -0.5% | 24,612 | 0.0% | 0.18% | -5.2% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,197,000 | +18.2% | 5,535 | +14.5% | 0.18% | +12.4% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $1,054,000 | -16.6% | 13,728 | -19.3% | 0.16% | -20.4% |
| MO | Buy | ALTRIA GROUP INC | $1,042,000 | -1.1% | 16,478 | +7.8% | 0.16% | -6.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,026,000 | +2.2% | 35,631 | -3.8% | 0.16% | -3.1% |
| SPHD | POWERSHARES ETF TR II | $1,017,000 | +1.8% | 26,130 | 0.0% | 0.15% | -3.1% | |
| T | Buy | AT&T INC | $1,009,000 | -4.9% | 24,843 | +1.3% | 0.15% | -9.5% |
| PFE | Sell | PFIZER INC | $1,011,000 | -4.1% | 29,852 | -0.3% | 0.15% | -8.9% |
| KO | Buy | COCA COLA CO | $967,000 | -5.0% | 22,846 | +1.7% | 0.15% | -9.9% |
| WFC | Buy | WELLS FARGO & CO NEW | $956,000 | -33.2% | 21,585 | +2.8% | 0.14% | -36.4% |
| INTC | Sell | INTEL CORP | $951,000 | +11.0% | 25,200 | -3.5% | 0.14% | +5.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $950,000 | +34.6% | 41,183 | +24.1% | 0.14% | +28.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $945,000 | +45.6% | 18,173 | +56.4% | 0.14% | +38.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $873,000 | +2.1% | 20,637 | +0.0% | 0.13% | -2.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $868,000 | +7.7% | 15,087 | +1.1% | 0.13% | +2.3% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $841,000 | +17.3% | 9,995 | +17.5% | 0.13% | +11.4% |
| DES | WISDOMTREE TRsmallcap divid | $829,000 | +4.9% | 11,020 | 0.0% | 0.13% | 0.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $822,000 | -15.5% | 12,346 | -21.2% | 0.12% | -19.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $792,000 | +13.1% | 9,073 | +9.7% | 0.12% | +8.1% |
| WMT | New | WAL-MART STORES INC | $777,000 | – | 10,774 | +100.0% | 0.12% | – |
| TIP | Buy | ISHARES TRtips bd etf | $766,000 | +0.3% | 6,575 | +0.3% | 0.12% | -4.9% |
| GLD | Buy | SPDR GOLD TRUST | $749,000 | +0.3% | 5,960 | +1.0% | 0.11% | -5.0% |
| EFAV | Sell | ISHARES TRmin vol eafe etf | $733,000 | -20.4% | 10,842 | -21.9% | 0.11% | -24.5% |
| GE | Buy | GENERAL ELECTRIC CO | $718,000 | +21.3% | 24,245 | +29.0% | 0.11% | +16.0% |
| GNL | New | GLOBAL NET LEASE INC | $692,000 | – | 84,754 | +100.0% | 0.10% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $689,000 | +7.2% | 7,682 | +1.1% | 0.10% | +2.0% |
| USMV | New | ISHARES TRmin vol usa etf | $678,000 | – | 14,919 | +100.0% | 0.10% | – |
| MTUM | Sell | ISHARES TRusa momentum fct | $679,000 | -1.0% | 8,770 | -2.3% | 0.10% | -5.5% |
| BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $654,000 | +0.6% | 11,666 | 0.0% | 0.10% | -3.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $649,000 | -0.3% | 3 | 0.0% | 0.10% | -5.8% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $633,000 | +68.8% | 4,092 | +63.1% | 0.10% | +60.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $618,000 | +8.8% | 11,208 | +2.4% | 0.09% | +4.4% |
| ACWV | ISHARESmin vol gbl etf | $606,000 | -0.2% | 7,954 | 0.0% | 0.09% | -5.2% | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $608,000 | +3.6% | 13,963 | +0.0% | 0.09% | -1.1% |
| EPD | ENTERPRISE PRODS PARTNERS L | $603,000 | -5.6% | 21,840 | 0.0% | 0.09% | -10.8% | |
| WY | Buy | WEYERHAEUSER CO | $588,000 | +11.2% | 18,400 | +3.6% | 0.09% | +6.0% |
| IDLV | Buy | POWERSHARES ETF TR IIintl dev lowvl | $575,000 | +10.6% | 18,763 | +7.9% | 0.09% | +4.8% |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $575,000 | – | 12,900 | +100.0% | 0.09% | – |
| SHY | Buy | ISHARES TR1-3 yr tr bd etf | $566,000 | +14.3% | 6,653 | +14.7% | 0.09% | +8.9% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $561,000 | +5.3% | 9,830 | +4.1% | 0.08% | 0.0% |
| BDX | Buy | BECTON DICKINSON & CO | $564,000 | +66.4% | 3,136 | +56.8% | 0.08% | +57.4% |
| MLPN | Buy | CREDIT SUISSE NASSAU BRHx link cush mlp | $515,000 | +3.6% | 23,802 | +1.9% | 0.08% | -1.3% |
| ABBV | Buy | ABBVIE INC | $509,000 | +2.2% | 8,068 | +0.2% | 0.08% | -2.5% |
| MRK | Sell | MERCK & CO INC | $503,000 | -13.4% | 8,052 | -20.2% | 0.08% | -17.4% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $499,000 | -3.7% | 39,350 | -3.4% | 0.08% | -7.3% |
| USB | Sell | US BANCORP DEL | $493,000 | -1.6% | 11,494 | -7.6% | 0.08% | -6.2% |
| IWF | ISHARES TRrus 1000 grw etf | $496,000 | +3.8% | 4,760 | 0.0% | 0.08% | -1.3% | |
| DJP | BARCLAYS BK PLCdjubs cmdt etn36 | $472,000 | -5.2% | 20,123 | 0.0% | 0.07% | -8.9% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $478,000 | +6.9% | 11,201 | +8.9% | 0.07% | +1.4% |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $457,000 | – | 3,850 | +100.0% | 0.07% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $451,000 | +65.8% | 4,080 | +58.0% | 0.07% | +58.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $433,000 | -4.2% | 3,853 | -4.1% | 0.07% | -8.3% |
| PEP | Buy | PEPSICO INC | $421,000 | +102.4% | 3,866 | +96.6% | 0.06% | +93.9% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $416,000 | +1.5% | 5,144 | +1.7% | 0.06% | -3.1% |
| EELV | Buy | POWERSHARES ETF TR IIem mrk low vol | $418,000 | +75.6% | 18,562 | +72.5% | 0.06% | +65.8% |
| IEI | ISHARES TR3-7 yr tr bd etf | $409,000 | -0.7% | 3,232 | 0.0% | 0.06% | -6.1% | |
| XEL | Sell | XCEL ENERGY INC | $411,000 | -29.5% | 9,980 | -23.4% | 0.06% | -33.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $405,000 | +16.4% | 2,551 | +11.4% | 0.06% | +10.9% |
| KHC | Buy | KRAFT HEINZ CO | $395,000 | +33.0% | 4,411 | +31.6% | 0.06% | +27.7% |
| IVE | ISHARES TRs&p 500 val etf | $392,000 | +2.1% | 4,132 | 0.0% | 0.06% | -3.3% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $371,000 | +6.6% | 6,904 | +6.6% | 0.06% | +1.8% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $342,000 | -34.6% | 11,067 | -39.1% | 0.05% | -37.3% |
| IWN | ISHARES TRrus 2000 val etf | $341,000 | +7.9% | 3,253 | 0.0% | 0.05% | +4.0% | |
| COBZ | COBIZ FINANCIAL INC | $345,000 | +13.9% | 25,937 | 0.0% | 0.05% | +8.3% | |
| IJS | New | ISHARES TRsp smcp600vl etf | $337,000 | – | 2,700 | +100.0% | 0.05% | – |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $328,000 | -23.2% | 6,090 | +4.8% | 0.05% | -26.5% |
| IGSB | ISHARES TR1-3 yr cr bd etf | $329,000 | -0.3% | 3,112 | 0.0% | 0.05% | -3.8% | |
| HD | Buy | HOME DEPOT INC | $322,000 | +39.4% | 2,501 | +38.4% | 0.05% | +32.4% |
| KMB | Buy | KIMBERLY CLARK CORP | $326,000 | -3.6% | 2,582 | +5.0% | 0.05% | -9.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $316,000 | +31.1% | 1,476 | +36.2% | 0.05% | +26.3% |
| AMZN | Buy | AMAZON COM INC | $305,000 | +45.2% | 364 | +24.2% | 0.05% | +39.4% |
| BAC | BANK AMER CORP | $305,000 | +2.0% | 250 | 0.0% | 0.05% | -4.2% | |
| MCK | Buy | MCKESSON CORP | $294,000 | 0.0% | 1,762 | +11.9% | 0.04% | -4.3% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $286,000 | – | 5,300 | +100.0% | 0.04% | – |
| LVLT | Buy | LEVEL 3 COMMUNICATIONS INC | $282,000 | -4.7% | 6,085 | +5.8% | 0.04% | -8.5% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $279,000 | -45.6% | 3,956 | -41.6% | 0.04% | -48.8% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $278,000 | +13.0% | 8,835 | +14.1% | 0.04% | +7.7% |
| DVY | ISHARES TRselect divid etf | $278,000 | +0.4% | 3,248 | 0.0% | 0.04% | -4.5% | |
| TXT | TEXTRON INC | $278,000 | +8.6% | 7,000 | 0.0% | 0.04% | +2.4% | |
| GIS | Buy | GENERAL MLS INC | $276,000 | +5.7% | 4,313 | +17.9% | 0.04% | 0.0% |
| V | New | VISA INC | $269,000 | – | 3,257 | +100.0% | 0.04% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $262,000 | – | 928 | +100.0% | 0.04% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $261,000 | – | 5,464 | +100.0% | 0.04% | – |
| MBB | ISHARES TRmbs etf | $266,000 | +0.4% | 2,413 | 0.0% | 0.04% | -4.8% | |
| DTD | WISDOMTREE TRtotal divid fd | $260,000 | +2.0% | 3,323 | 0.0% | 0.04% | -4.9% | |
| PRU | PRUDENTIAL FINL INC | $259,000 | +14.6% | 3,168 | 0.0% | 0.04% | +8.3% | |
| EZM | WISDOMTREE TRmdcp earn fund | $251,000 | +5.0% | 2,620 | 0.0% | 0.04% | 0.0% | |
| SU | SUNCOR ENERGY INC NEW | $246,000 | +0.4% | 8,839 | 0.0% | 0.04% | -5.1% | |
| QCOM | New | QUALCOMM INC | $247,000 | – | 3,601 | +100.0% | 0.04% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $238,000 | – | 296 | +100.0% | 0.04% | – |
| VOD | New | VODAFONE GROUP PLC NEWspnsr adr | $240,000 | – | 8,224 | +100.0% | 0.04% | – |
| LBTYK | Sell | LIBERTY GLOBAL PLC | $235,000 | -13.6% | 7,112 | -25.0% | 0.04% | -16.3% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $229,000 | -19.6% | 3,775 | -26.3% | 0.04% | -22.2% |
| CMCSA | New | COMCAST CORP NEWcl a | $223,000 | – | 3,369 | +100.0% | 0.03% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $219,000 | – | 282 | +100.0% | 0.03% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $218,000 | – | 1,639 | +100.0% | 0.03% | – |
| EOG | New | EOG RES INC | $221,000 | – | 2,290 | +100.0% | 0.03% | – |
| IGHG | PROSHARES TRinvt int rt hg | $209,000 | +3.0% | 2,810 | 0.0% | 0.03% | 0.0% | |
| LLY | New | LILLY ELI & CO | $213,000 | – | 2,660 | +100.0% | 0.03% | – |
| MCD | New | MCDONALDS CORP | $208,000 | – | 1,801 | +100.0% | 0.03% | – |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $211,000 | +4.5% | 4,335 | 0.0% | 0.03% | 0.0% | |
| ABT | New | ABBOTT LABS | $210,000 | – | 4,961 | +100.0% | 0.03% | – |
| BBG | BARRETT BILL CORP | $196,000 | -12.9% | 35,228 | 0.0% | 0.03% | -16.7% | |
| PAGP | Buy | PLAINS GP HLDGS L P | $194,000 | +29.3% | 15,027 | +4.3% | 0.03% | +20.8% |
| CRBP | New | CORBUS PHARMACEUTICALS HLDGS | $102,000 | – | 15,000 | +100.0% | 0.02% | – |
| RFP | Exit | RESOLUTE FST PRODS INC | $0 | – | -11,329 | -100.0% | -0.01% | – |
| SPXC | Exit | SPX CORP | $0 | – | -11,447 | -100.0% | -0.03% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -2,723 | -100.0% | -0.03% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -5,090 | -100.0% | -0.04% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -2,354 | -100.0% | -0.04% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -6,215 | -100.0% | -0.04% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -3,246 | -100.0% | -0.04% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -3,191 | -100.0% | -0.04% | – |
| FLOW | Exit | SPX FLOW INC | $0 | – | -9,974 | -100.0% | -0.04% | – |
| PDM | Exit | PIEDMONT OFFICE REALTY TR IN | $0 | – | -12,673 | -100.0% | -0.04% | – |
| PDP | Exit | POWERSHARES ETF TRUSTdwa momentum ptf | $0 | – | -6,877 | -100.0% | -0.05% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -2,413 | -100.0% | -0.06% | – |
| THR | Exit | THERMON GROUP HLDGS INC | $0 | – | -21,729 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 17.3% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 16.2% |
| ISHARES TR | 42 | Q3 2023 | 9.0% |
| Vanguard REIT Index Fund | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 6.3% |
| Vanguard Small-Cap Index Fund | 42 | Q3 2023 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 4.2% |
| ISHARES TR | 42 | Q3 2023 | 1.7% |
| APPLE INC | 42 | Q3 2023 | 2.1% |
| ISHARES TR | 42 | Q3 2023 | 1.3% |
View BOK Financial Private Wealth, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BOK Financial Private Wealth, Inc. | February 01, 2021 | ? | ? |
| BOK Financial Private Wealth, Inc. | February 05, 2020 | ? | ? |
| iSHARES TRUST | February 03, 2016 | 1,304,465 | 4.5% |
View BOK Financial Private Wealth, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-02 |
| 13F-HR/A | 2022-11-07 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-09 |
View BOK Financial Private Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.