A detailed history of New Edge Wealth, LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, New Edge Wealth, LLC holds 27,493 shares of ITUB stock, worth $160,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,493
Previous 35,616 22.81%
Holding current value
$160,834
Previous $236,000 42.37%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$4.96 - $6.57 $40,290 - $53,368
-8,123 Reduced 22.81%
27,493 $136,000
Q3 2024

Nov 12, 2024

SELL
$5.73 - $6.87 $6,927 - $8,305
-1,209 Reduced 3.28%
35,616 $236,000
Q2 2024

Aug 01, 2024

SELL
$5.8 - $6.74 $4,135 - $4,805
-713 Reduced 1.9%
36,825 $215,000
Q1 2024

May 06, 2024

BUY
$6.46 - $7.23 $15,671 - $17,539
2,426 Added 6.91%
37,538 $260,000
Q4 2023

Jan 29, 2024

BUY
$5.14 - $7.04 $180,475 - $247,188
35,112 New
35,112 $244,000

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 $57.3B
  • 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
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