Bok Financial Private Wealth, Inc. New Holdings in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
16.3K
New
$260.27 - $280.65 $4.25M - $4.58M
16.3K $4.4M
CRK
Comstock Resources Inc

Energy
30.3K
New
$11.15 - $18.92 $338K - $573K
30.3K $552K
NEAR
Blackrock Short Maturity Bond

ETFs
7.25K
New
$50.28 - $51.08 $364K - $370K
7.25K $366K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.63K
New
$100.22 - $100.73 $363K - $365K
3.63K $363K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.38K
New
$74.5 - $78.37 $252K - $265K
3.38K $252K
FNDX
Schwab Fundamental U S Large C

ETFs
4.86K
New
$23.49 - $71.77 $114K - $349K
4.86K $115K
XLY
Select Sector Spdr Consumer Di

ETFs
417
New
$194.8 - $239.43 $81.2K - $99.8K
417 $93K
OEF
Ishares S&P 100 ETF

ETFs
325
New
N/A
325 $86K
FNDA
Schwab Fundamental U S Small C

ETFs
2.44K
New
$29.26 - $59.11 $71.3K - $144K
2.44K $72K
XLI
Industrial Sector Spdr

ETFs
360
New
$131.76 - $143.99 $47.4K - $51.8K
360 $47K
INGR
Ingredion Inc

Consumer Defensive
180
New
$132.76 - $154.86 $23.9K - $27.9K
180 $24K
ARW
Arrow Electronics Inc

Technology
220
New
$112.44 - $137.23 $24.7K - $30.2K
220 $24K
FNDC
Schwab Fundamental Intl Small

ETFs
671
New
$33.92 - $38.03 $22.8K - $25.5K
671 $22K
MTB
M&T Bank Corp

Financial Services
98
New
$172.48 - $221.95 $16.9K - $21.8K
98 $18K
ADBE
Adobe Inc.

Technology
8
New
$437.39 - $552.96 $3.5K - $4.42K
8 $3K
SAP
Sap Se

Technology
11
New
$218.13 - $255.54 $2.4K - $2.81K
11 $2K
PLD
Prologis, Inc.

Real Estate
22
New
$101.4 - $126.96 $2.23K - $2.79K
22 $2K
RACE
Ferrari N.V.

Consumer Cyclical
7
New
$422.83 - $490.34 $2.96K - $3.43K
7 $2K
ASML
Asml Holding Nv

Technology
4
New
$658.43 - $872.27 $2.63K - $3.49K
4 $2K
DTE
Dte Energy CO

Utilities
21
New
$117.04 - $129.77 $2.46K - $2.73K
21 $2K
TTE
Total Energies Se

Energy
30
New
N/A
30 $2K
HBAN
Huntington Bancshares Inc

Financial Services
98
New
$14.18 - $18.2 $1.39K - $1.78K
98 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
New
$209.89 - $233.24 $1.68K - $1.87K
8 $1K
SHW
Sherwin Williams CO

Basic Materials
4
New
$338.75 - $399.71 $1.36K - $1.6K
4 $1K
ES
Eversource Energy

Utilities
26
New
$55.9 - $67.73 $1.45K - $1.76K
26 $1K
EQIX
Equinix Inc

Real Estate
2
New
$865.69 - $985.0 $1.73K - $1.97K
2 $1K
ELV
Elevance Health, Inc.

Healthcare
5
New
$365.96 - $514.62 $1.83K - $2.57K
5 $1K
DFS
Discover Financial Services

Financial Services
6
New
$136.3 - $182.67 $818 - $1.1K
6 $1K
FIS
Fidelity National Information Services, Inc.

Technology
18
New
$80.14 - $90.95 $1.44K - $1.64K
18 $1K
MSCI
Msci Inc.

Financial Services
2
New
$569.09 - $635.99 $1.14K - $1.27K
2 $1K
PH
Parker Hannifin Corp

Industrials
2
New
$621.74 - $709.46 $1.24K - $1.42K
2 $1K
HWM
Howmet Aerospace Inc.

Industrials
11
New
$99.72 - $120.09 $1.1K - $1.32K
11 $1K
NXPI
Nxp Semiconductors N.V.

Technology
6
New
$207.27 - $255.58 $1.24K - $1.53K
6 $1K
TROW
Price T Rowe Group Inc

Financial Services
10
New
$106.48 - $124.69 $1.06K - $1.25K
10 $1K
NI
Nisource Inc.

Utilities
53
New
$33.74 - $38.25 $1.79K - $2.03K
53 $1K
IRM
Iron Mountain Inc

Real Estate
11
New
$101.62 - $128.14 $1.12K - $1.41K
11 $1K
HCA
Hca Healthcare, Inc.

Healthcare
4
New
$297.52 - $415.61 $1.19K - $1.66K
4 $1K
JCI
Johnson Controls International PLC

Industrials
18
New
$74.23 - $86.6 $1.34K - $1.56K
18 $1K
GD
General Dynamics Corp

Industrials
6
New
$260.28 - $314.03 $1.56K - $1.88K
6 $1K
SNPS
Synopsys Inc

Technology
3
New
$485.36 - $588.0 $1.46K - $1.76K
3 $1K
GM
General Motors CO

Consumer Cyclical
28
New
$44.82 - $60.2 $1.25K - $1.69K
28 $1K
FTNT
Fortinet, Inc.

Technology
13
New
$76.49 - $99.21 $994 - $1.29K
13 $1K
DEO
Diageo PLC

Consumer Defensive
13
New
$118.0 - $139.88 $1.53K - $1.82K
13 $1K
SYF
Synchrony Financial

Financial Services
18
New
$49.01 - $68.55 $882 - $1.23K
18 $1K
AME
Ametek Inc

Industrials
6
New
$165.89 - $197.38 $995 - $1.18K
6 $1K
TDG
Trans Digm Group Inc

Industrials
1
New
$1239.0 - $1442.53 $1.24K - $1.44K
1 $1K
CBRE
Cbre Group, Inc.

Real Estate
10
New
$119.22 - $140.71 $1.19K - $1.41K
10 $1K
COF
Capital One Financial Corp

Financial Services
8
New
$145.19 - $192.01 $1.16K - $1.54K
8 $1K
WELL
Welltower Inc.

Real Estate
13
New
$123.11 - $139.3 $1.6K - $1.81K
13 $1K
Activity Summary
Buys All Purchases 297 New Holdings 180 Increased Positions 117 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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