A detailed history of Geneos Wealth Management Inc. transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,987 shares of ITUB stock, worth $12,001. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,987
Previous 1,987 -0.0%
Holding current value
$12,001
Previous $13,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$5.73 - $6.87 $11,385 - $13,650
1,987 New
1,987 $13,000
Q4 2021

Feb 09, 2022

SELL
$3.61 - $4.56 $978 - $1,235
-271 Closed
0 $0
Q2 2021

Jul 08, 2021

SELL
$3.88 - $5.39 $2,801 - $3,891
-722 Reduced 72.71%
271 $1,000
Q4 2020

May 19, 2021

BUY
$3.26 - $5.19 $2,353 - $3,747
722 Added 266.42%
993 $1,000
Q4 2018

Sep 07, 2021

BUY
$5.97 - $7.7 $537 - $693
90 Added 49.72%
271 $2,000
Q3 2017

Sep 07, 2021

SELL
$6.55 - $7.68 $1,912 - $2,242
-292 Reduced 61.73%
181 $2,000
Q4 2016

Sep 07, 2021

BUY
N/A
42 Added 9.74%
473 $4,000
Q3 2016

Sep 07, 2021

SELL
N/A
-22,192 Reduced 98.09%
431 $4,000
Q1 2016

Sep 07, 2021

BUY
N/A
22,623
22,623 $198,000

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 $59.2B
  • 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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