Bartlett & Co. Wealth Management LLC H&R Block Inc Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in H&R Block Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 10,000 shares of HRB stock, worth $583,000. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$583,000
Previous $546 Million
17.19%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HRB
# of Institutions
594Shares Held
102MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$950 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$829 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$288 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$262 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$244 Million1.06% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $9.25B
- 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...