BCU Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationvernon hills, IL
- CIK0002003570
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
54 | $175.05M | DFAC, DFIC, DFSD, DFCF | 13F-HR | Jan 30, 2025 | 000166773125000174 | ||
52 | $167.76M | DFAC, DFIC, DFSD, DFCF | 13F-HR | Nov 7, 2024 | 000200357024000006 | ||
47 | $135.44M | DFAC, DFIC, DFSD, DFCF | 13F-HR | Aug 1, 2024 | 000200357024000005 | ||
45 | $117.77M | DFAC, DFIC, DFSD, DFCF | 13F-HR | May 3, 2024 | 000200357024000004 | ||
39 | $92.11M | DFAC, DFIC, DFSD, IVV | RESTATEMENT | May 2, 2024 | 000200357024000003 |