BCU Wealth Advisors, LLC

Q2 2024 13F Detailed Holdings

Location
Vernon Hills, IL
Holdings as of
6/30/2024
Value ($000)
$135,442
Num holdings
47
Date filed
8/1/2024
Form type
13F-HR
Prev filing
5/3/2024
Next filing
11/7/2024
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