$292 Million is the total value of Detalus Advisors, LLC's 150 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 11.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $60,293,360 | -0.8% | 942,084 | -4.6% | 20.67% | -4.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $23,884,251 | +38.7% | 258,097 | +26.5% | 8.19% | +33.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $18,984,849 | +6.6% | 111,179 | +2.6% | 6.51% | +2.6% |
| DYNF | Buy | BLACKROCK ETF TRUSTus eqt factor | $15,454,243 | +42.7% | 329,234 | +35.0% | 5.30% | +37.3% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $10,180,868 | +7.6% | 277,711 | +3.3% | 3.49% | +3.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $9,888,960 | -9.4% | 54,332 | -7.0% | 3.39% | -12.8% |
| OEF | Buy | ISHARES TRs&p 100 etf | $9,013,615 | +8.6% | 34,104 | +1.7% | 3.09% | +4.5% |
| EFX | EQUIFAX INC | $7,009,276 | -9.4% | 28,909 | 0.0% | 2.40% | -12.8% | |
| BY | BYLINE BANCORP INC | $6,910,951 | +9.3% | 291,110 | 0.0% | 2.37% | +5.1% | |
| VOO | Buy | VANGUARD INDEX FDS | $5,272,083 | +4.2% | 10,541 | +0.1% | 1.81% | +0.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,612,008 | +2.9% | 25,264 | +3.0% | 1.58% | -1.0% |
| AAPL | Buy | APPLE INC | $4,466,426 | +24.8% | 21,206 | +1.6% | 1.53% | +20.1% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $4,407,220 | +11.9% | 74,446 | +8.8% | 1.51% | +7.7% |
| USB | Sell | US BANCORP DEL | $4,374,345 | -12.1% | 110,185 | -1.0% | 1.50% | -15.4% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $4,312,563 | +1.0% | 158,434 | +3.7% | 1.48% | -2.8% |
| SPMB | Buy | SPDR SER TRport mtg bk etf | $4,268,108 | +4.9% | 197,872 | +5.6% | 1.46% | +0.9% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $3,762,492 | +37.4% | 105,822 | +34.7% | 1.29% | +32.2% |
| MUB | Sell | ISHARES TRnational mun etf | $3,594,038 | -17.9% | 33,731 | -17.1% | 1.23% | -21.0% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $3,397,727 | -12.2% | 72,001 | -11.7% | 1.16% | -15.5% |
| HCA | HCA HEALTHCARE INC | $3,212,800 | -3.7% | 10,000 | 0.0% | 1.10% | -7.4% | |
| MSFT | Buy | MICROSOFT CORP | $3,189,298 | +13.8% | 7,136 | +7.1% | 1.09% | +9.4% |
| ABBV | Sell | ABBVIE INC | $2,496,302 | -14.3% | 14,554 | -9.1% | 0.86% | -17.6% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $2,232,618 | +13.4% | 11,457 | +9.0% | 0.76% | +9.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,222,326 | -29.6% | 26,469 | -29.9% | 0.76% | -32.3% |
| Buy | BLACKROCK ETF TRUST II | $2,121,465 | +5.6% | 40,641 | +6.1% | 0.73% | +1.5% | |
| AMZN | Buy | AMAZON COM INC | $2,080,723 | +23.0% | 10,767 | +14.8% | 0.71% | +18.2% |
| WMT | Buy | WALMART INC | $2,065,847 | +12.9% | 30,510 | +0.3% | 0.71% | +8.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,005,502 | +7.7% | 40,022 | +8.8% | 0.69% | +3.6% |
| PEP | Buy | PEPSICO INC | $1,890,537 | -5.4% | 11,463 | +0.4% | 0.65% | -9.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,884,651 | +33.3% | 10,347 | +10.5% | 0.65% | +28.2% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,796,066 | -2.5% | 42,642 | +0.4% | 0.62% | -6.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,660,939 | -10.9% | 9,604 | -1.6% | 0.57% | -14.3% |
| ABT | Sell | ABBOTT LABS | $1,587,173 | -10.6% | 15,275 | -2.2% | 0.54% | -14.1% |
| NVDA | Buy | NVIDIA CORPORATION | $1,512,833 | +153.3% | 12,246 | +1752.6% | 0.52% | +143.7% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,382,757 | -19.7% | 15,066 | -17.2% | 0.47% | -22.7% |
| IUSB | Buy | ISHARES TRcore total usd | $1,315,941 | -0.3% | 29,101 | +0.6% | 0.45% | -4.0% |
| IXC | Sell | ISHARES TRglobal energ etf | $1,257,294 | -67.4% | 30,289 | -66.3% | 0.43% | -68.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,228,817 | -1.9% | 7,451 | -3.5% | 0.42% | -5.8% |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $1,227,896 | -25.2% | 21,664 | -23.6% | 0.42% | -28.0% |
| WM | Buy | WASTE MGMT INC DEL | $1,225,862 | +3.5% | 5,746 | +3.5% | 0.42% | -0.5% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $1,217,627 | +7.6% | 47,900 | +8.5% | 0.42% | +3.5% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,184,723 | -1.8% | 31,218 | -0.5% | 0.41% | -5.6% |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,148,736 | +8.7% | 3,071 | 0.0% | 0.39% | +4.5% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,023,113 | -0.7% | 24,809 | +1.0% | 0.35% | -4.4% |
| ANTM | Buy | ELEVANCE HEALTH INC | $978,968 | +14.2% | 1,807 | +9.3% | 0.34% | +9.8% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $978,010 | +9.9% | 3,113 | +0.3% | 0.34% | +5.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $837,567 | +13.2% | 1,645 | +10.0% | 0.29% | +8.7% |
| IGRO | Sell | ISHARES TRintl div grwth | $822,206 | -3.3% | 12,199 | -3.3% | 0.28% | -6.9% |
| NCBS | NICOLET BANKSHARES INC | $823,508 | -3.4% | 9,917 | 0.0% | 0.28% | -7.2% | |
| SO | Sell | SOUTHERN CO | $796,138 | +3.4% | 10,263 | -4.4% | 0.27% | -0.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $777,169 | -5.6% | 1,762 | +3.0% | 0.27% | -9.2% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $770,319 | +2.5% | 20,674 | +1.0% | 0.26% | -1.5% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $743,748 | +11.7% | 21,201 | +14.1% | 0.26% | +7.6% |
| QUS | SPDR SER TRmsci usa strtgic | $726,334 | +1.2% | 4,926 | 0.0% | 0.25% | -2.7% | |
| LLY | Buy | ELI LILLY & CO | $710,815 | +72.7% | 785 | +48.4% | 0.24% | +66.0% |
| F | Buy | FORD MTR CO DEL | $701,525 | -5.5% | 55,943 | +0.1% | 0.24% | -9.4% |
| PFE | Sell | PFIZER INC | $700,725 | +0.0% | 25,044 | -0.8% | 0.24% | -4.0% |
| HD | Buy | HOME DEPOT INC | $687,791 | -3.4% | 1,998 | +7.7% | 0.24% | -7.1% |
| SF | STIFEL FINL CORP | $685,149 | +7.6% | 8,142 | 0.0% | 0.24% | +3.5% | |
| JNJ | Buy | JOHNSON & JOHNSON | $676,756 | -7.4% | 4,630 | +0.2% | 0.23% | -10.8% |
| T | Sell | AT&T INC | $668,176 | -28.4% | 34,965 | -34.0% | 0.23% | -31.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $662,890 | -1.1% | 2,478 | -4.0% | 0.23% | -5.0% |
| KHC | Sell | KRAFT HEINZ CO | $653,422 | -14.1% | 20,280 | -1.7% | 0.22% | -17.3% |
| V | Sell | VISA INC | $645,794 | -6.8% | 2,460 | -0.9% | 0.22% | -10.5% |
| ESGU | Sell | ISHARES TResg awr msci usa | $640,793 | +1.2% | 5,370 | -2.5% | 0.22% | -2.7% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $628,615 | -4.6% | 15,626 | -3.5% | 0.22% | -8.1% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $582,153 | -2.9% | 11,944 | -0.2% | 0.20% | -6.5% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $579,122 | +2.4% | 4,883 | +4.4% | 0.20% | -1.5% |
| CI | Buy | THE CIGNA GROUP | $573,539 | -8.3% | 1,735 | +0.7% | 0.20% | -11.7% |
| CBSH | COMMERCE BANCSHARES INC | $568,254 | +4.8% | 10,187 | 0.0% | 0.20% | +1.0% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $565,285 | -1.9% | 3,524 | -0.4% | 0.19% | -5.4% |
| KO | Buy | COCA COLA CO | $544,080 | +6.8% | 8,548 | +2.6% | 0.19% | +2.7% |
| NEE | Sell | NEXTERA ENERGY INC | $542,463 | +9.8% | 7,661 | -0.9% | 0.19% | +5.7% |
| SMB | Buy | VANECK ETF TRUSTvaneck shrt muni | $538,815 | +1.2% | 31,695 | +1.3% | 0.18% | -2.6% |
| JPM | Buy | JPMORGAN CHASE & CO. | $536,540 | +50.3% | 2,653 | +48.9% | 0.18% | +44.9% |
| DIS | Sell | DISNEY WALT CO | $535,132 | -19.5% | 5,390 | -0.7% | 0.18% | -22.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $518,838 | +0.6% | 10,499 | +2.1% | 0.18% | -3.3% |
| IGEB | New | ISHARES TRinvestment grade | $511,604 | – | 11,533 | +100.0% | 0.18% | – |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $504,934 | +6.2% | 4,623 | +0.7% | 0.17% | +2.4% |
| MCD | Buy | MCDONALDS CORP | $485,440 | -1.5% | 1,905 | +9.0% | 0.17% | -5.7% |
| FDX | Buy | FEDEX CORP | $480,460 | +5.9% | 1,602 | +2.4% | 0.16% | +1.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $474,754 | -20.8% | 1,989 | -17.1% | 0.16% | -23.8% |
| UNP | Buy | UNION PAC CORP | $452,973 | -7.0% | 2,002 | +1.1% | 0.16% | -10.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $441,984 | -33.2% | 14,009 | -31.7% | 0.15% | -35.6% |
| XOM | Buy | EXXON MOBIL CORP | $441,105 | +3.3% | 3,832 | +4.4% | 0.15% | -0.7% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $411,139 | -8.2% | 14,187 | -7.5% | 0.14% | -11.9% |
| XT | New | ISHARES TRexponential tech | $409,104 | – | 6,954 | +100.0% | 0.14% | – |
| ILCV | Buy | ISHARES TRmorningstar valu | $396,268 | +16.5% | 5,192 | +17.3% | 0.14% | +12.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $394,819 | +23.2% | 1,631 | +27.1% | 0.14% | +18.4% |
| RSG | Buy | REPUBLIC SVCS INC | $379,711 | +22.6% | 1,954 | +20.8% | 0.13% | +18.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $380,229 | +37.2% | 447 | +18.3% | 0.13% | +31.3% |
| HUBB | Buy | HUBBELL INC | $376,569 | -9.3% | 1,030 | +3.0% | 0.13% | -12.8% |
| CTAS | Sell | CINTAS CORP | $375,230 | -14.1% | 536 | -15.7% | 0.13% | -17.3% |
| EPC | EDGEWELL PERS CARE CO | $373,003 | +4.0% | 9,281 | 0.0% | 0.13% | 0.0% | |
| HON | Buy | HONEYWELL INTL INC | $364,420 | +9.7% | 1,707 | +5.4% | 0.12% | +5.9% |
| KRE | SPDR SER TRs&p regl bkg | $363,340 | -2.3% | 7,400 | 0.0% | 0.12% | -6.0% | |
| AMGN | Buy | AMGEN INC | $358,773 | +16.2% | 1,148 | +5.7% | 0.12% | +11.8% |
| MRK | Buy | MERCK & CO INC | $343,216 | -6.1% | 2,772 | +0.0% | 0.12% | -9.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $342,284 | -18.2% | 733 | -20.3% | 0.12% | -21.5% |
| WFC | WELLS FARGO CO NEW | $332,584 | +2.5% | 5,600 | 0.0% | 0.11% | -1.7% | |
| PM | Sell | PHILIP MORRIS INTL INC | $329,026 | +6.1% | 3,247 | -4.1% | 0.11% | +1.8% |
| GIS | Sell | GENERAL MLS INC | $325,731 | -11.2% | 5,149 | -1.8% | 0.11% | -14.5% |
| MMC | MARSH & MCLENNAN COS INC | $324,720 | +2.3% | 1,541 | 0.0% | 0.11% | -1.8% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $320,784 | +14.0% | 6,683 | +17.3% | 0.11% | +10.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $321,048 | -0.7% | 12,796 | +0.0% | 0.11% | -4.3% |
| NOBL | PROSHARES TRs&p 500 dv arist | $318,094 | -5.2% | 3,309 | 0.0% | 0.11% | -9.2% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $313,219 | -22.6% | 2,924 | -21.3% | 0.11% | -25.7% |
| BLK | New | BLACKROCK INC | $313,006 | – | 398 | +100.0% | 0.11% | – |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $308,587 | -3.5% | 3,002 | +0.0% | 0.11% | -7.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $296,958 | +5.1% | 3,663 | +9.0% | 0.10% | +1.0% |
| LRCX | Sell | LAM RESEARCH CORP | $298,354 | -2.3% | 280 | -10.8% | 0.10% | -6.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $294,203 | -0.5% | 2,150 | +8.1% | 0.10% | -3.8% |
| FB | New | META PLATFORMS INCcl a | $289,422 | – | 574 | +100.0% | 0.10% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $290,071 | -5.7% | 1,330 | -1.2% | 0.10% | -10.0% |
| RTX | Buy | RTX CORPORATION | $281,393 | +24.7% | 2,803 | +21.1% | 0.10% | +20.0% |
| ENR | ENERGIZER HLDGS INC NEW | $274,161 | +0.3% | 9,281 | 0.0% | 0.09% | -3.1% | |
| BCE | BCE INC | $272,039 | -4.8% | 8,400 | 0.0% | 0.09% | -8.8% | |
| CAPITAL GROUP CORE EQUITY ET | $271,416 | +3.5% | 8,416 | 0.0% | 0.09% | 0.0% | ||
| CWB | Sell | SPDR SER TRbbg conv sec etf | $264,532 | -15.2% | 3,671 | -14.1% | 0.09% | -18.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $266,011 | -0.6% | 4,536 | -0.5% | 0.09% | -4.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $249,836 | -44.2% | 20,656 | -0.0% | 0.09% | -46.2% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $247,304 | +7.3% | 3,169 | +4.8% | 0.08% | +3.7% |
| PCN | PIMCO CORPORATE & INCM STRG | $248,322 | -5.4% | 18,798 | 0.0% | 0.08% | -9.6% | |
| TSCO | Buy | TRACTOR SUPPLY CO | $246,116 | +12.7% | 912 | +9.2% | 0.08% | +7.7% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $238,449 | -19.0% | 1,470 | -9.9% | 0.08% | -21.9% |
| IJH | ISHARES TRcore s&p mcp etf | $237,912 | -3.6% | 4,065 | 0.0% | 0.08% | -6.8% | |
| SPBO | Sell | SPDR SER TRportfolio crport | $238,241 | -10.6% | 8,301 | -9.3% | 0.08% | -13.7% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $234,939 | -19.7% | 5,657 | -16.8% | 0.08% | -22.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $234,264 | -0.8% | 3,225 | +1.3% | 0.08% | -4.8% |
| IWB | New | ISHARES TRrus 1000 etf | $230,296 | – | 774 | +100.0% | 0.08% | – |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $228,972 | +4.0% | 3,525 | +5.4% | 0.08% | 0.0% |
| CSCO | Sell | CISCO SYS INC | $217,643 | -12.9% | 4,581 | -8.5% | 0.08% | -15.7% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $218,388 | -38.3% | 4,257 | -35.8% | 0.08% | -40.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $214,488 | -0.3% | 2,140 | -3.9% | 0.07% | -3.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $213,420 | -6.1% | 715 | +9.3% | 0.07% | -9.9% |
| GOOG | New | ALPHABET INCcap stk cl c | $212,400 | – | 1,158 | +100.0% | 0.07% | – |
| AEE | Buy | AMEREN CORP | $210,412 | -3.2% | 2,959 | +0.7% | 0.07% | -6.5% |
| GSY | POWERSHARES ACTIVELY MANAGEDultra shrt dur | $209,580 | +0.0% | 4,200 | 0.0% | 0.07% | -4.0% | |
| MMM | New | 3M CO | $211,287 | – | 2,068 | +100.0% | 0.07% | – |
| CORP | Sell | PIMCO ETF TRinv grd crp bd | $205,922 | -17.1% | 2,166 | -16.2% | 0.07% | -19.3% |
| XYLD | New | GLOBAL X FDSs&p 500 covered | $207,820 | – | 5,140 | +100.0% | 0.07% | – |
| IEMG | New | ISHARES INCcore msci emkt | $204,110 | – | 3,813 | +100.0% | 0.07% | – |
| CVX | New | CHEVRON CORP NEW | $202,114 | – | 1,292 | +100.0% | 0.07% | – |
| BHK | BLACKROCK CORE BD TR | $136,118 | -1.4% | 12,781 | 0.0% | 0.05% | -4.1% | |
| ETW | EATON VANCE TAX-MANAGED GLOB | $84,147 | +0.9% | 10,175 | 0.0% | 0.03% | -3.3% | |
| HBI | Sell | HANESBRANDS INC | $78,880 | -20.0% | 16,000 | -5.9% | 0.03% | -22.9% |
| FTF | Sell | FRANKLIN LTD DURATION INCOME | $79,746 | -8.0% | 12,578 | -9.0% | 0.03% | -12.9% |
| PSEC | PROSPECT CAP CORP | $66,360 | +0.2% | 12,000 | 0.0% | 0.02% | -4.2% | |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $51,304 | +6.3% | 12,668 | +1.3% | 0.02% | +5.9% |
| ATAI | ATAI LIFE SCIENCES NV | $13,300 | -32.5% | 10,000 | 0.0% | 0.01% | -28.6% | |
| PCF | Exit | HIGH INCOME SECS FD | $0 | – | -10,342 | -100.0% | -0.02% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -1,985 | -100.0% | -0.08% | – |
| Exit | 3M CO | $0 | – | -2,204 | -100.0% | -0.08% | – | |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -3,345 | -100.0% | -0.09% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,695 | -100.0% | -0.10% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -27,680 | -100.0% | -0.18% | – |
| DOW | Exit | DOW INC | $0 | – | -9,708 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 19 | Q2 2024 | 22.6% |
| INVESCO FTSE RAFI US 1000 ETF | 19 | Q2 2024 | 10.4% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 10.5% |
| ISHARES TR | 19 | Q2 2024 | 6.4% |
| EQUIFAX INC COM | 19 | Q2 2024 | 4.2% |
| POWERSHARES ACTIVELY MANAGED | 19 | Q2 2024 | 12.3% |
| BYLINE BANCORP INC COM | 19 | Q2 2024 | 5.1% |
| VANGUARD S&P 500 ETF | 19 | Q2 2024 | 3.5% |
| VANGUARD WORLD FD | 19 | Q2 2024 | 3.5% |
| APPLE INC | 19 | Q2 2024 | 2.1% |
View Detalus Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-22 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-27 |
View Detalus Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.