Congress Wealth Management LLC Itau Unibanco Holding S.A. Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
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 47,858 shares of ITUB stock, worth $365,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47,858
Previous 62,113
22.95%
Holding current value
$365,635
Previous $341,000
4.99%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding ITUB
# of Institutions
387Shares Held
1.19BCall Options Held
4.08MPut Options Held
6.71M-
Gqg Partners LLC Ft. Lauderdale, FL91.2MShares$697 Million1.03% of portfolio
-
Orbis Allan Gray LTD Hamilton, D083.3MShares$637 Million3.41% of portfolio
-
Schroder Investment Management Group London, X074.5MShares$569 Million0.45% of portfolio
-
Westwood Global Investments, LLC Boston, MA62.1MShares$475 Million26.41% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa61.4MShares$469 Million0.17% 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 $74.9B
- 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...