A detailed history of Legacy Wealth Asset Management, LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 91,190 shares of ITUB stock, worth $523,430. This represents 0.18% of its overall portfolio holdings.

Number of Shares
91,190
Previous 91,409 0.24%
Holding current value
$523,430
Previous $533,000 13.7%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 23, 2024

SELL
$5.73 - $6.87 $1,254 - $1,504
-219 Reduced 0.24%
91,190 $606,000
Q2 2024

Aug 14, 2024

BUY
$5.8 - $6.74 $10,167 - $11,815
1,753 Added 1.96%
91,409 $533,000
Q1 2024

Apr 19, 2024

SELL
$6.46 - $7.23 $18,695 - $20,923
-2,894 Reduced 3.13%
89,656 $621,000
Q4 2023

Jan 10, 2024

BUY
$5.14 - $7.04 $426 - $584
83 Added 0.09%
92,550 $643,000
Q3 2023

Oct 31, 2023

SELL
$5.22 - $6.05 $70,271 - $81,445
-13,462 Reduced 12.71%
92,467 $496,000
Q2 2023

Aug 04, 2023

SELL
$4.71 - $6.06 $8,049 - $10,356
-1,709 Reduced 1.59%
105,929 $624,000
Q1 2023

Apr 21, 2023

BUY
$4.33 - $5.15 $38,485 - $45,773
8,888 Added 9.0%
107,638 $524,000
Q4 2022

Feb 02, 2023

BUY
$4.34 - $6.02 $1,532 - $2,125
353 Added 0.36%
98,750 $464,000
Q3 2022

Oct 14, 2022

BUY
$4.0 - $5.6 $161,724 - $226,413
40,431 Added 69.75%
98,397 $509,000
Q2 2022

Jul 19, 2022

BUY
$4.28 - $5.86 $6,240 - $8,543
1,458 Added 2.58%
57,966 $248,000
Q1 2022

May 12, 2022

SELL
$3.74 - $5.8 $479,804 - $744,082
-128,290 Reduced 69.42%
56,508 $323,000
Q4 2021

Feb 10, 2022

BUY
$3.61 - $4.56 $88,683 - $112,020
24,566 Added 15.33%
184,798 $693,000
Q3 2021

Oct 19, 2021

BUY
$4.16 - $4.97 $111,991 - $133,797
26,921 Added 20.19%
160,232 $844,000
Q2 2021

Jul 14, 2021

SELL
$3.88 - $5.39 $8,093 - $11,243
-2,086 Reduced 1.54%
133,311 $801,000
Q1 2021

Apr 20, 2021

BUY
$3.65 - $5.19 $237,469 - $337,661
65,060 Added 92.5%
135,397 $672,000
Q4 2020

Mar 25, 2021

BUY
$3.26 - $5.19 $229,298 - $365,049
70,337 New
70,337 $428,000

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 $56.3B
  • 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
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.