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Banco Itau Holding Financeira shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Banco Itau Holding Financeira (ITUB) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Banco Itau Holding Financeira

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

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Quarterly reported holdings in Banco Itau Holding Financeira by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $120k 17k 6.93
2023-09-30 $83k 16k 5.37
2023-06-30 $95k 16k 5.90
2023-03-31 $95k 20k 4.87
2022-12-31 $101k 22k 4.71
2019-03-31 $20k 2.3k 8.75
2018-12-31 $46k 5.0k 9.15

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Nvidia Corp Stock (NVDA)

View all positions for Legacy Financial Advisors

Top funds holding Banco Itau Holding Financeira

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

View all funds holding Banco Itau Holding Financeira