Cherry Tree Wealth Management, LLC H&R Block Inc Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 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 $26,922. This represents 0.01% of its overall portfolio holdings.
Number of Shares
449
Previous 449
-0.0%
Holding current value
$26,922
Previous $24.4 Million
17.18%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HRB
# of Institutions
571Shares Held
104MCall Options Held
466KPut Options Held
776K-
Black Rock Inc. New York, NY16.3MShares$977 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.7MShares$882 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$296 Million0.06% of portfolio
-
State Street Corp Boston, MA4.71MShares$282 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA3.54MShares$212 Million0.83% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $9.51B
- 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...