Bartlett & Co. Wealth Management LLC H&R Block Inc Transaction History
Bartlett & Co. Wealth Management LLC
- $7.16 Trillion
- Q2 2025
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 $514,099. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$514,099
Previous $553 Million
0.04%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HRB
# of Institutions
637Shares Held
111MCall 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...