Banco Itau Holding Financeira shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Banco Itau Holding Financeira (ITUB) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Banco Itau Holding Financeira
Tip: Access up to 7 years of quarterly data
All positions including Banco Itau Holding Financeira held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Banco Itau Holding Financeira by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 209k | 6.94 |
| 2025-06-30 | $1.4M | 203k | 6.92 |
| 2025-03-31 | $1.1M | 204k | 5.50 |
| 2024-12-31 | $781k | 157k | 4.96 |
| 2024-06-30 | $232k | 40k | 5.84 |
| 2024-03-31 | $230k | 33k | 6.93 |
| 2023-12-31 | $271k | 39k | 6.95 |
| 2023-09-30 | $174k | 32k | 5.37 |
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