Concentric Wealth Management, LLC Intuit Inc Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 2024
A detailed history of Concentric Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 1,120 shares of INTU stock, worth $732,748. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,120
Previous 1,120
-0.0%
Holding current value
$732,748
Previous $728,000
1.1%
% of portfolio
0.19%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding INTU
# of Institutions
2,129Shares Held
229MCall Options Held
2.09MPut Options Held
2.98M-
Vanguard Group Inc Valley Forge, PA26.5MShares$17.3 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$16 Billion0.37% of portfolio
-
State Street Corp Boston, MA12.1MShares$7.91 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY9.9MShares$6.48 Billion0.57% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD8.59MShares$5.62 Billion0.68% of portfolio
About INTUIT INC
- Ticker INTU
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 281,870,016
- Market Cap $184B
- Description
- Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...