A detailed history of Integrated Wealth Concepts LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 46,642 shares of ITUB stock, worth $356,344. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46,642
Previous 44,512 4.79%
Holding current value
$356,344
Previous $302,000 13.25%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$6.18 - $7.41 $13,163 - $15,783
2,130 Added 4.79%
46,642 $342,000
Q2 2025

Aug 14, 2025

BUY
$5.24 - $6.81 $233,242 - $303,126
44,512 New
44,512 $302,000

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 $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...
More about ITUB
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