Bok Financial Private Wealth, Inc. Incresed Positions in Q4 2024

Bok Financial Private Wealth, Inc.

$1.37 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
LLY Eli Lilly & CO Healthcare	14 + 12.73%	$727.2 - $932.06 $10.2K - $13K	124 $95K
HAL Halliburton CO Energy	26 + 2.02%	$25.77 - $31.99 $670 - $832	1.31K $35K
SCHR Schwab Intermediate Term Us Tr ETFs	1.45K + 100.0%	$24.19 - $50.58 $35K - $73.1K	2.89K $70K
SCCO Southern Copper Corp Basic Materials	1 + 0.51%	$91.13 - $117.95 $91.1 - $118	198 $18K
DOV Dover Corp Industrials	4 + 0.27%	$184.72 - $206.51 $739 - $826	1.5K $282K
UBER Uber Technologies, Inc Technology	36 + 5.71%	$59.93 - $86.34 $2.16K - $3.11K	667 $40K
CL Colgate Palmolive CO Consumer Defensive	16 + 2.02%	$90.22 - $102.31 $1.44K - $1.64K	809 $73K
BLDR Builders First Source, Inc. Industrials	2 + 1.1%	$142.93 - $198.25 $286 - $397	183 $26K
DHR Danaher Corp Healthcare	12 + 4.69%	$226.16 - $274.52 $2.71K - $3.29K	268 $61K
MRK Merck & Co., Inc. Healthcare	570 + 7.91%	$96.31 - $114.76 $54.9K - $65.4K	7.77K $773K
HIG Hartford Financial Services Group, Inc. Financial Services	6 + 0.1%	$107.06 - $123.74 $642 - $742	6.09K $666K
PANW Palo Alto Networks Inc Technology	10.7K + 84.52%	$181.96 - $405.9 $1.95M - $4.35M	23.4K $4.26M
LHX L3 Harris Technologies, Inc. Industrials	6 + 0.09%	$208.94 - $264.22 $1.25K - $1.59K	6.4K $1.34M
TSCO Tractor Supply CO Consumer Cyclical	16.4K + 330.2%	$52.59 - $303.74 $862K - $4.98M	21.4K $1.13M
NVO Novo Nordisk A S Healthcare	32 + 0.27%	$85.0 - $120.04 $2.72K - $3.84K	12K $1.04M
SCHF Schwab Strategic Tr Intl Eqty ETFs	165K + 101.28%	$18.41 - $40.87 $3.03M - $6.74M	328K $6.06M
SCHB Schwab Strategic Tr Us Broad M ETFs	16.2K + 20.09%	$22.01 - $66.82 $356K - $1.08M	96.8K $2.2M

Activity Summary All Purchases 297 New Holdings 180 Increased Positions 117 All Sells 188 Reductions 188 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.