BOK Financial Private Wealth, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdenver, CO
- CIK0001317348
- Alternate namesMilestone Group, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
641 | $1.38B | VOO, VUG, VTV, IJH | 13F-HR | Feb 7, 2025 | 000131734825000001 | ||
536 | $1.38B | VOO, VUG, VTV, IJH | 13F-HR | Nov 13, 2024 | 000131734824000004 | ||
466 | $1.38B | VOO, VUG, VTV, IJH | 13F-HR | Aug 14, 2024 | 000131734824000003 | ||
453 | $1.34B | VOO, VUG, VTV, IJH | 13F-HR | May 1, 2024 | 000131734824000002 | ||
510 | $1.23B | VOO, VUG, VTV, IJH | 13F-HR | Jan 30, 2024 | 000131734824000001 | ||
380 | $1.14B | VOO, VUG, VTV, IJH | 13F-HR | Oct 13, 2023 | 000131734823000004 | ||
357 | $1.23B | VOO, VUG, VEA, VTV | 13F-HR | Aug 8, 2023 | 000131734823000003 | ||
468 | $1.25B | VOO, VUG, IJH, VEA | 13F-HR | Apr 24, 2023 | 000131734823000002 | ||
365 | $1.20B | VOO, VUG, IJH, VTV | 13F-HR | Feb 2, 2023 | 000131734823000001 | ||
371 | $1.11B | VOO, VUG, IJH, VTV | RESTATEMENT | Nov 7, 2022 | 000131734822000005 | ||
397 | $1.12B | VOO, VUG, IJH, VTV | 13F-HR | Aug 15, 2022 | 000131734822000003 | ||
315 | $1.41B | VUG, VOO, IJH, VTV | 13F-HR | May 9, 2022 | 000131734822000002 | ||
306 | $1.45B | VUG, VOO, IJH, VTV | 13F-HR | Feb 15, 2022 | 000131734822000001 | ||
242 | $1.25B | VUG, VOO, IJH, VEA | RESTATEMENT | Nov 15, 2021 | 000131734821000009 | ||
231 | $1.23B | VUG, VOO, IJH, VEA | 13F-HR | Aug 3, 2021 | 000131734821000004 | ||
199 | $1.10B | VUG, VOO, IJH, IVV | 13F-HR | May 12, 2021 | 000131734821000003 | ||
183 | $1.05B | VUG, VOO, IJH, IVV | 13F-HR | Feb 1, 2021 | 000131734821000001 | ||
165 | $959.82M | VUG, IVV, IJH, VOO | 13F-HR | Nov 6, 2020 | 000131734820000005 | ||
163 | $955.75M | IVV, VUG, IJH, VGSH | 13F-HR | Aug 13, 2020 | 000131734820000004 | ||
187 | $823.40M | IVV, IJH, VGSH, QUAL | 13F-HR | May 7, 2020 | 000131734820000003 | ||
187 | $1.19B | IVV, IJH, QUAL, VGSH | 13F-HR | Feb 5, 2020 | 000131734820000001 | ||
129 | $717.17M | IVV, IJH, QUAL, DBEF | 13F-HR | Nov 8, 2019 | 000131734819000007 | ||
125 | $684.23M | IVV, QUAL, DBEF, VGSH | 13F-HR | Aug 1, 2019 | 000131734819000004 | ||
122 | $749.22M | IVV, QUAL, DBEF, VGSH | 13F-HR | Apr 30, 2019 | 000131734819000003 | ||
128 | $736.86M | IVV, QUAL, DBEF, VGSH | 13F-HR | Feb 13, 2019 | 000131734819000001 | ||
106 | $630.72M | QUAL, DBEF, IVV, VGSH | 13F-HR | Oct 23, 2018 | 000131734818000003 | ||
108 | $619.54M | QUAL, IVV, DBEF, IEMG | 13F-HR | Aug 8, 2018 | 000131734818000002 | ||
117 | $606.51M | QUAL, DBEF, IVV, IEMG | 13F-HR | May 9, 2018 | 000117266118001014 | ||
121 | $630.26M | QUAL, DBEF, IVV, IEMG | 13F-HR | Feb 5, 2018 | 000117266118000254 | ||
126 | $608.39M | QUAL, DBEF, IVV, IEMG | 13F-HR | Nov 6, 2017 | 000117266117001879 | ||
138 | $692.52M | QUAL, DBEF, IVV, UNP | 13F-HR | Jul 27, 2017 | 000117266117001433 | ||
136 | $707.77M | QUAL, DBEF, IVV, UNP | 13F-HR | May 9, 2017 | 000117266117000963 | ||
138 | $659.56M | QUAL, DBEF, IVV, UNP | 13F-HR | Feb 8, 2017 | 000117266117000290 | ||
142 | $660.12M | QUAL, DBEF, IVV, UNP | 13F-HR | Nov 7, 2016 | 000117266116004102 | ||
134 | $628.65M | QUAL, IVV, UNP, DBEF | 13F-HR | Aug 10, 2016 | 000117266116003694 | ||
77 | $588.63M | QUAL, IVV, UNP, VNQ | 13F-HR | May 12, 2016 | 000117266116003239 | ||
77 | $583.99M | QUAL, IVV, UNP, VNQ | 13F-HR | Feb 8, 2016 | 000117266116002457 | ||
76 | $569.98M | QUAL, IVV, UNP, DBEF | 13F-HR | Oct 22, 2015 | 000117266115001817 | ||
78 | $601.17M | QUAL, DBEF, IVV, UNP | 13F-HR | Jul 16, 2015 | 000117266115001379 | ||
75 | $604.83M | QUAL, IVV, DBEF, UNP | 13F-HR | Apr 30, 2015 | 000117266115000974 | ||
83 | $615.28M | VEA, QUAL, IVV, UNP | 13F-HR | Feb 3, 2015 | 000117266115000223 | ||
76 | $596.35M | VEA, QUAL, IVV, UNP | 13F-HR | Nov 5, 2014 | 000117266114001678 | ||
77 | $601.18M | VEA, IVV, QUAL, UNP | 13F-HR | Aug 1, 2014 | 000117266114001303 | ||
72 | $573.39M | VEA, IVV, QUAL, UNP | 13F-HR | May 5, 2014 | 000117266114000936 | ||
67 | $554.80M | VEA, IVV, QUAL, UNP | 13F-HR | Jan 28, 2014 | 000117266114000179 |