Bok Financial Private Wealth, Inc. Portfolio Holdings
Bok Financial Private Wealth, Inc.
- $1.37 Billion
- Q4 2024
Bok Financial Private Wealth, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.37 Billion distributed in 641 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $260M, Vanguard Growth ETF with a value of $162M, Vanguard Value ETF with a value of $97.1M, Ishares Core S&P Mid Cap ETF with a value of $83.4M, and Ishares Tr Russell 1000 ETF with a value of $72.3M.
Examining the 13F form we can see an decrease of $6.06M in the current position value, from $1.38B to 1.37B.
Bok Financial Private Wealth, Inc. is based out at Denver, CO
Below you can find more details about Bok Financial Private Wealth, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 641
- Current Value $1.37 Billion
- Prior Value $1.38 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 180 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks