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Company Main View
Name:
BCU Wealth Advisors LLC
City:
Vernon Hills
State:
IL
Zip:
60061
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$117,767,000
Total Value Change :
$25,652,000
Securities Held Change :
6
All Securities Held :
45
New Positions
:
10
Closed Positions
:
4
Increased Positions
:
28
Unchanged Positions
:
1
Decreased Positions
:
6
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
OEF
iShares S&P 100 Index
49
Closed
$252.41
$0
0
0%
-416,000
-1,864
0
Closed - End Fund - E...
ELR
streetTRACKS Series Trust -...
48
Closed
$62.27
$0
0
0%
-501,000
-8,961
0
Closed - End Fund - E...
TFLO
Ishares Treasury Floating R...
47
Closed
$0.00
$0
0
0%
-896,000
-17,745
0
N/A
LQD
iShares Trust Goldman Sachs
46
Closed
$107.19
$0
0
0%
-545,000
-4,929
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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