Bok Financial Private Wealth, Inc. Purchases in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31.8K
+ 7.06%
$521.84 - $558.82 $16.6M - $17.8M
483K $260M
VUG
Vanguard Growth ETF

ETFs
8.43K
+ 2.19%
$378.79 - $428.11 $3.19M - $3.61M
394K $162M
VV
Vanguard Large Cap ETF

ETFs
16.3K
New
$260.27 - $280.65 $4.25M - $4.58M
16.3K $4.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.31K
+ 106.27%
$567.81 - $607.81 $1.88M - $2.01M
6.42K $3.76M
VGSH
Vanguard

ETFs
32.8K
+ 55.01%
$58.02 - $58.88 $1.9M - $1.93M
92.4K $5.38M
VIG
Vanguard Dividend Appreciation

ETFs
5.16K
+ 302.52%
N/A
6.87K $1.25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
112K
+ 11.13%
$58.88 - $64.8 $6.57M - $7.23M
1.11M $65.6M
VTV
Vanguard Value ETF

ETFs
21.4K
+ 3.88%
$168.32 - $181.87 $3.61M - $3.9M
573K $97.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.62K
+ 0.72%
$61.68 - $67.87 $593K - $653K
1.34M $83.4M
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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.84K
+ 221.24%
$69.58 - $74.87 $337K - $363K
7.03K $492K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.38K
New
$74.5 - $78.37 $252K - $265K
3.38K $252K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.06K
+ 443.28%
$184.21 - $199.29 $194K - $210K
1.29K $238K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 4.18%
$213.65 - $479.86 $10.7K - $24K
1.25K $503K
SCHX
Schwab Strategic Tr Us Large C

ETFs
70.2K
+ 209.46%
$22.4 - $68.28 $1.57M - $4.79M
104K $2.4M
FNDX
Schwab Fundamental U S Large C

ETFs
4.86K
New
$23.49 - $71.77 $114K - $349K
4.86K $115K
VGT
Vanguard Information Technolog

ETFs
132
+ 14.43%
$571.78 - $647.97 $75.5K - $85.5K
1.05K $651K
GE
General Electric CO

Industrials
670
+ 323.67%
$159.95 - $194.23 $107K - $130K
877 $146K
XLY
Select Sector Spdr Consumer Di

ETFs
417
New
$194.8 - $239.43 $81.2K - $99.8K
417 $93K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
305
+ 371.95%
$278.19 - $315.36 $84.8K - $96.2K
387 $111K
OEF
Ishares S&P 100 ETF

ETFs
325
New
N/A
325 $86K
PAVE
Global X Fds Us Infrastructure

ETFs
1.98K
+ 395.6%
$40.41 - $45.95 $79.9K - $90.9K
2.48K $100K
IWP
Ishares Russell Mid Cap Growth

ETFs
460
+ 27.12%
$116.4 - $138.52 $53.5K - $63.7K
2.16K $273K
FNDA
Schwab Fundamental U S Small C

ETFs
2.44K
New
$29.26 - $59.11 $71.3K - $144K
2.44K $72K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
881
+ 106.14%
$58.39 - $67.04 $51.4K - $59.1K
1.71K $108K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.24K
+ 162.92%
$25.33 - $51.16 $133K - $268K
8.45K $218K
FNDF
Schwab Fundamental Intl Large

ETFs
1.58K
+ 1136.69%
$32.92 - $37.15 $52K - $58.7K
1.72K $57K
XLI
Industrial Sector Spdr

ETFs
360
New
$131.76 - $143.99 $47.4K - $51.8K
360 $47K
XLV
Select Sector Spdr Fund Health

ETFs
320
+ 1777.78%
$136.28 - $154.74 $43.6K - $49.5K
338 $46K
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.4%
$280.08 - $307.97 $2.24K - $2.46K
2.01K $587K
META
Meta Platforms, Inc.

Communication Services
41
+ 9.01%
$554.08 - $632.68 $22.7K - $25.9K
496 $292K
ROST
Ross Stores, Inc.

Consumer Cyclical
206
New
$138.59 - $156.61 $28.5K - $32.3K
206 $31K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
89
+ 22.82%
$172.07 - $207.36 $15.3K - $18.5K
479 $94K
ARW
Arrow Electronics Inc

Technology
220
New
$112.44 - $137.23 $24.7K - $30.2K
220 $24K
INGR
Ingredion Inc

Consumer Defensive
180
New
$132.76 - $154.86 $23.9K - $27.9K
180 $24K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.15%
$1146.59 - $1270.6 $1.15K - $1.27K
682 $808K
MKC
Mccormick & CO Inc

Consumer Defensive
330
+ 91.67%
$73.97 - $84.09 $24.4K - $27.7K
690 $52K
FNDC
Schwab Fundamental Intl Small

ETFs
671
New
$33.92 - $38.03 $22.8K - $25.5K
671 $22K
XLP
Consumer Staples Sector Spdr

ETFs
280
+ 36.65%
N/A
1.04K $79K
MCK
Mckesson Corp

Healthcare
3
+ 1.24%
$482.27 - $628.5 $1.45K - $1.89K
244 $139K
MTB
M&T Bank Corp

Financial Services
98
New
$172.48 - $221.95 $16.9K - $21.8K
98 $18K
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.1%
$237.95 - $292.31 $476 - $585
2K $514K
RTX
Raytheon Technologies Corp

Industrials
125
+ 43.25%
$114.45 - $127.21 $14.3K - $15.9K
414 $47K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.7K
+ 211.21%
$26.93 - $84.95 $1.12M - $3.54M
61.4K $1.68M
BX
Blackstone Inc.

Financial Services
15
+ 4.14%
$148.45 - $199.05 $2.23K - $2.99K
377 $65K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 3.33%
$471.27 - $550.62 $2.83K - $3.3K
186 $97K
IJK
Ishares S&P Midcap 400 Growth

ETFs
94
+ 10.85%
$90.66 - $99.46 $8.52K - $9.35K
960 $87K
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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