Number of Shares
861
Previous 847 1.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
N/A
14 Added 1.65%
861 $0
Q2 2025

Aug 07, 2025

SELL
N/A
-26 Reduced 2.98%
847 $0
Q1 2025

May 14, 2025

BUY
N/A
7 Added 0.81%
873 $0
Q4 2024

Feb 07, 2025

BUY
N/A
866 New
866 $0
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.