Cherry Tree Wealth Management, LLC H&R Block Inc Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 449 shares of HRB stock, worth $23,083. This represents 0.01% of its overall portfolio holdings.
Number of Shares
449
Previous 523
14.15%
Holding current value
$23,083
Previous $28.7 Million
14.18%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding HRB
# of Institutions
636Shares Held
110MCall Options Held
263KPut Options Held
493K-
Black Rock Inc. New York, NY16.3MShares$838 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.8MShares$712 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.63MShares$238 Million1.0% of portfolio
-
State Street Corp Boston, MA4.48MShares$230 Million0.01% of portfolio
-
Lazard Asset Management LLC New York, NY3.73MShares$192 Million0.35% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.16B
- Description
- H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...