Concentric Wealth Management, LLC Intuit Inc Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 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 1,020 shares of INTU stock, worth $692,274. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,020
Previous 1,120
8.93%
Holding current value
$692,274
Previous $736,000
13.99%
% of portfolio
0.13%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding INTU
# of Institutions
2,148Shares Held
225MCall Options Held
2.16MPut Options Held
2.81M-
Vanguard Group Inc Valley Forge, PA26.7MShares$18.1 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$16.6 Billion0.37% of portfolio
-
State Street Corp Boston, MA12.3MShares$8.36 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY10.1MShares$6.87 Billion0.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD8.4MShares$5.7 Billion0.6% of portfolio
About INTUIT INC
- Ticker INTU
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 281,870,016
- Market Cap $191B
- 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 & ...