Cherry Tree Wealth Management, LLC H&R Block Inc Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 2025
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 523 shares of HRB stock, worth $28,780. This represents 0.01% of its overall portfolio holdings.
Number of Shares
523
Previous 449
16.48%
Holding current value
$28,780
Previous $23.7 Million
21.04%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding HRB
# of Institutions
633Shares Held
112MCall Options Held
263KPut Options Held
493K-
Black Rock Inc. New York, NY16.3MShares$897 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$780 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.63MShares$255 Million1.0% of portfolio
-
State Street Corp Boston, MA4.48MShares$246 Million0.01% of portfolio
-
Boston Partners Boston, MA3.77MShares$207 Million0.27% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.73B
- 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...