Congress Wealth Management LLC Itau Unibanco Holding S.A. Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Congress Wealth Management LLC holds 59,860 shares of ITUB stock, worth $303,490. This represents 0.01% of its overall portfolio holdings.
Number of Shares
59,860
Previous 60,111
0.42%
Holding current value
$303,490
Previous $351,000
13.39%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ITUB
# of Institutions
376Shares Held
927MCall Options Held
5.3MPut Options Held
4.92M-
Schroder Investment Management Group London, X083.1MShares$421 Million0.59% of portfolio
-
Westwood Global Investments, LLC Boston, MA59MShares$299 Million20.22% of portfolio
-
Pendal Group LTD51.7MShares$262 Million1.99% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$258 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa50.6MShares$256 Million0.14% of portfolio
About Itau Unibanco Holding S.A.
- Ticker ITUB
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 9,800,869,888
- Market Cap $49.7B
- Description
- Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation. It offers various deposit products, as well as loans and credit cards; i...