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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

ITUB holding history

Itau Unibanco Holding S.A. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ITUB overviewAll 13F holders of ITUBFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of ITUB by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−52,956−100.0%Sold outHolders
Q4 202152,956$192.0K<0.1%−18,739−26.1%ReducedHolders
Q3 202171,695$383.0K0.1%+12,685+21.5%AddedHolders
Q2 202159,010$355.0K<0.1%+2,210+3.9%AddedHolders
Q1 202156,800$282.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.