Wealth Enhancement Advisory Services
ITUB icon

Wealth Enhancement Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$797K Sell
92,511
-502
-0.5% -$4.16K ﹤0.01% 2259
2026
Q1 		$776K Sell
93,013
-130,097
-58% -$1.09M ﹤0.01% 1980
2025
Q4 		$1.66M Buy
223,110
+7,837
+4% +$55.7K ﹤0.01% 1618
2025
Q3 		$1.45M Buy
215,273
+5,729
+3% +$37.8K ﹤0.01% 1641
2025
Q2 		$1.41M Sell
209,544
-974
-0.5% -$5.94K ﹤0.01% 1543
2025
Q1 		$1.12M Buy
210,518
+32,134
+18% +$162K ﹤0.01% 1548
2024
Q4 		$781K Sell
178,384
-3,811
-2% -$19.6K ﹤0.01% 1690
2024
Q3 		$1.07M Buy
182,195
+137,251
+305% +$773K ﹤0.01% 1355
2024
Q2 		$232K Buy
44,944
+7,265
+19% +$39.8K ﹤0.01% 2180
2024
Q1 		$230K Sell
37,679
-6,429
-15% -$38.7K ﹤0.01% 2101
2023
Q4 		$270K Buy
44,108
+7,389
+20% +$39.2K ﹤0.01% 1888
2023
Q3 		$174K Buy
+36,719
New +$183K ﹤0.01% 2027

Other funds holding ITUB

CC
Carrhae Capital London, United Kingdom $1.52B AUM 34.35% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return