Cherry Tree Wealth Management, LLC H&R Block Inc Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
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 $23,370. This represents 0.01% of its overall portfolio holdings.
Number of Shares
449
Previous 449
-0.0%
Holding current value
$23,370
Previous $28.5 Million
16.85%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HRB
# of Institutions
612Shares Held
110MCall Options Held
614KPut Options Held
772K-
Black Rock Inc. New York, NY16.3MShares$848 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.3MShares$742 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.22MShares$272 Million0.05% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.7MShares$245 Million0.96% of portfolio
-
State Street Corp Boston, MA4.59MShares$239 Million0.01% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.26B
- 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...