AWM
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AE Wealth Management’s BOK Financial BOKF Stock Holding History

AE Wealth Management’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,592
Closed -$556K – 1908
2023
Q1 		$556K Buy
6,592
+1,183
+22% +$99.9K ﹤0.01% 1298
2022
Q4 		$561K Buy
+5,409
New +$561K ﹤0.01% 1252