A detailed history of Legacy Financial Advisors, Inc. transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 23,068 shares of ITUB stock, worth $138,177. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,068
Previous 13,674 68.7%
Holding current value
$138,177
Previous $79,000 93.67%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$5.73 - $6.87 $53,827 - $64,536
9,394 Added 68.7%
23,068 $153,000
Q2 2024

Aug 13, 2024

SELL
$5.8 - $6.74 $21,419 - $24,890
-3,693 Reduced 21.26%
13,674 $79,000
Q1 2024

May 14, 2024

SELL
$6.46 - $7.23 $19 - $21
-3 Reduced 0.02%
17,367 $120,000
Q4 2023

Feb 13, 2024

BUY
$5.14 - $7.04 $89,281 - $122,284
17,370 New
17,370 $120,000
Q3 2023

Nov 13, 2023

SELL
$5.22 - $6.05 $2,855 - $3,309
-547 Reduced 3.41%
15,496 $83,000
Q2 2023

Aug 08, 2023

SELL
$4.71 - $6.06 $16,353 - $21,040
-3,472 Reduced 17.79%
16,043 $94,000
Q1 2023

May 03, 2023

SELL
$4.33 - $5.15 $8,698 - $10,346
-2,009 Reduced 9.33%
19,515 $95,000
Q4 2022

Feb 06, 2023

BUY
$4.34 - $6.02 $93,414 - $129,574
21,524 New
21,524 $101,000
Q2 2019

Aug 07, 2019

SELL
$6.32 - $7.78 $14,441 - $17,777
-2,285 Closed
0 $0
Q1 2019

May 14, 2019

SELL
$6.88 - $8.89 $18,871 - $24,385
-2,743 Reduced 54.55%
2,285 $20,000
Q4 2018

Jan 16, 2019

BUY
$5.97 - $7.7 $30,017 - $38,715
5,028 New
5,028 $46,000

Others Institutions Holding ITUB

About Itau Unibanco Holding S.A.


  • Ticker ITUB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 9,800,869,888
  • Market Cap $58.7B
  • 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...
More about ITUB
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