Back to BOKF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BOKF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BOKF Position History
BOK Financial Corporation • Financial Services
Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $202K |
| Q4 2025 | $240K |
| Q1 2026 | $259K |
| Q2 2026 | $684K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 8.0K | — | — |
| Q2 2026 | $684K | 4.9K | — | — |
| Q1 2026 | $259K | 2.0K | — | — |
| Q4 2025 | $240K | 2.0K | — | — |
| Q3 2025 | $202K | 1.8K | — | — |
Other funds holding BOKF
$216.9M
$212.7M
$203.2M
$194.4M
$188.1M
$187.9M
$187.6M