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  Name: BCU Wealth Advisors LLC
  City: Vernon Hills
  State: IL
  Zip: 60061
   
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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

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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)1 Year Chart         OEF iShares S&P 100 Index 49 Closed $252.41 $0 0 0% -416,000 -1,864 0    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 48 Closed $62.27 $0 0 0% -501,000 -8,961 0    Closed - End Fund - E...
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 47 Closed $0.00 $0 0 0% -896,000 -17,745 0    N/A
   (LQD)1 Year Chart         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
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