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BOK Financial Private Wealth’s Welltower WELL Stock Holding History

BOK Financial Private Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13
Closed -$1.64K – 677
2024
Q4 		$1.64K Buy
+13
New +$1.64K ﹤0.01% 459