BCU Wealth Advisors, LLC

Q4 2024 13F Detailed Holdings

Location
Vernon Hills, IL
Holdings as of
12/31/2024
Value ($000)
$175,047
Num holdings
54
Date filed
1/30/2025
Form type
13F-HR
Prev filing
11/7/2024
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Baxter Credit Union 028-23706