BCU Wealth Advisors, LLC
Q4 2023 13F Detailed Holdings
Location
Vernon Hills, IL
Holdings as of
12/31/2023
Value ($000)
$92,114
Num holdings
39
Date filed
2/9/2024
Form type
13F-HR
Prev filing
Next filing
5/3/2024
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
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
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