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
5/2/2024
Form type
13F-HR/A - RESTATEMENT
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
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