Bok Financial Private Wealth, Inc. Closed Holding Positions

Bok Financial Private Wealth, Inc.

$1.37 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
United Technologies Corp	Q1 2020 Filed on May 07, 2020	1,420	N/A
EZM Wisdomtree U.S. Midcap Fund ETFs	Q1 2020 Filed on May 07, 2020	4,827	$22.51 - $42.68 $109K - $206K
VPL Vanguard Ftse Pacific ETF Ftse ETFs	Q3 2019 Filed on Nov 08, 2019	3,775	$65.36 - $67.06 $247K - $253K
IUSV Ishares Core S&P U.S. Value Et ETFs	Q3 2019 Filed on Nov 08, 2019	4,040	$54.3 - $58.65 $219K - $237K
RTL Necessity Retail Reit, Inc. Real Estate	Q2 2019 Filed on Aug 01, 2019	15,074	N/A
VSS Vanguard Intl Eqty Ftse All Wo ETFs	Q2 2019 Filed on Aug 01, 2019	2,324	N/A
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	Q1 2019 Filed on Apr 30, 2019	5,990	N/A
AKBTY Akbank T.A.S. Financial Services	Q1 2019 Filed on Apr 30, 2019	15,548	N/A
PDP Invesco Exchange Traded Fd Tr ETFs	Q4 2018 Filed on Feb 13, 2019	3,999	N/A
Phillips Edison Grocery Center Reit Ii Inc	Q4 2018 Filed on Feb 13, 2019	102,063	N/A
Spx Flow Inc	Q4 2018 Filed on Feb 13, 2019	4,694	N/A
MDY Spdr S&P Midcap 400 ETF Trust ETFs	Q4 2018 Filed on Feb 13, 2019	550	$284.96 - $364.55 $157K - $201K
Spx Corp	Q4 2018 Filed on Feb 13, 2019	6,257	N/A
KAI Kadant Inc Industrials	Q4 2018 Filed on Feb 13, 2019	2,000	$77.2 - $107.71 $154K - $215K
Holly Frontier Corp	Q4 2018 Filed on Feb 13, 2019	3,502	N/A
Express Scripts Holding CO	Q3 2018 Filed on Oct 23, 2018	3,652	N/A
AAP Advance Auto Parts Inc Consumer Cyclical	Q3 2018 Filed on Oct 23, 2018	1,699	$134.7 - $169.79 $229K - $288K
Powershares Qqq Trust	Q2 2018 Filed on Aug 08, 2018	1,974	N/A
MBB Ishares Tr ETFs	Q2 2018 Filed on Aug 08, 2018	2,180	$102.95 - $104.54 $224K - $228K
EPD Enterprise Products Partners L.P. Energy	Q2 2018 Filed on Aug 08, 2018	10,811	$24.22 - $29.52 $262K - $319K
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 08, 2018	24,777	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 08, 2018	39,028	N/A
SHM Spdr Nuveen Bloomberg Short Te ETFs	Q2 2018 Filed on Aug 08, 2018	13,648	N/A
TDTT Flexshares Tr Iboxx 3 Yr Targe ETFs	Q2 2018 Filed on Aug 08, 2018	11,041	$24.11 - $24.38 $266K - $269K
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	Q1 2018 Filed on May 09, 2018	30,744	N/A
Powershares ETF Trust	Q1 2018 Filed on May 09, 2018	4,545	N/A
FRSX Foresight Autonomous Holdings Ltd. Consumer Cyclical	Q4 2017 Filed on Feb 05, 2018	22,857	$3.54 - $7.13 $80.9K - $163K
Liberty Global PLC	Q4 2017 Filed on Feb 05, 2018	7,691	N/A
Level 3 Communications Inc	Q4 2017 Filed on Feb 05, 2018	5,714	N/A

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