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 $24,376. This represents 0.01% of its overall portfolio holdings.
Number of Shares
449
Previous 449
-0.0%
Holding current value
$24,376
Previous $24.4 Million
17.18%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HRB
# of Institutions
595Shares Held
102MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$885 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$772 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$268 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$244 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$227 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 $8.61B
- 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...