Bok Financial Private Wealth, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.38 Billion distributed in 536 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 $238M, Vanguard Growth ETF with a value of $148M, Vanguard Value ETF with a value of $96.4M, Ishares Core S&P Mid Cap ETF with a value of $82.8M, and Ishares Tr Russell 1000 ETF with a value of $71.7M.
Examining the 13F form we can see an increase of $5.95M in the current position value, from $1.37B to 1.38B.
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.
Portfolio value
$1.38 Billion
ETFs: $1.18 Billion
Technology: $63.6 Million
Financial Services: $27.9 Million
Healthcare: $26.2 Million
Industrials: $18.8 Million
Consumer Cyclical: $18.4 Million
Consumer Defensive: $17.6 Million
Communication Services: $11.4 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
