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Banco Itau Holding Financeira shares owned by PDS Planning

Quarter-by-quarter ownership of Banco Itau Holding Financeira (ITUB) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Banco Itau Holding Financeira

Tip: Access up to 7 years of quarterly data

All positions including Banco Itau Holding Financeira held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Banco Itau Holding Financeira by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $85k 12k 6.93
2023-12-31 $85k 12k 6.95
2023-09-30 $68k 13k 5.37
2023-06-30 $63k 11k 5.90
2023-03-31 $53k 11k 4.87

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Banco Itau Holding Financeira

Jpmorgan Chase & Co
Westwood Global Investments
Goldman Sachs Group
Fisher Investments
Perpetual
William Blair Investment Management
Robeco Institutional Asset Management B V
Itau Unibanco Holding
Franklin Resources
Vanguard Group
BlackRock
Dodge & Cox
Antipodes Partners
Seafarer Capital Partners
Arrowstreet Capital, Limited Partnership

View all funds holding Banco Itau Holding Financeira