Mount Yale Investment Advisors, LLC Itau Unibanco Holding S.A. Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 14,465 shares of ITUB stock, worth $96,047. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,465
Previous 11,415
26.72%
Holding current value
$96,047
Previous $56,000
41.07%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding ITUB
# of Institutions
358Shares Held
965MCall Options Held
8.99MPut Options Held
12.2M-
Gqg Partners LLC Ft. Lauderdale, FL77.7MShares$516 Million0.68% of portfolio
-
Schroder Investment Management Group London, X076.3MShares$507 Million0.44% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55.7MShares$370 Million0.13% of portfolio
-
Pendal Group LTD51.7MShares$343 Million1.99% of portfolio
-
Arrowstreet Capital, Limited Partnership Boston, MA51.4MShares$341 Million0.23% 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 $65.1B
- 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...