Measured Wealth Private Client Group, LLC H&R Block Inc Transaction History
Measured Wealth Private Client Group, LLC
- $285 Million
- Q1 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 19,395 shares of HRB stock, worth $1.05 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,395
Previous 17,306
12.07%
Holding current value
$1.05 Million
Previous $837,000
13.74%
% of portfolio
0.33%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding HRB
# of Institutions
527Shares Held
103MCall Options Held
1.2MPut Options Held
932K-
Black Rock Inc. New York, NY16.6MShares$902 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$772 Million0.01% of portfolio
-
State Street Corp Boston, MA5.5MShares$298 Million0.01% of portfolio
-
Lazard Asset Management LLC New York, NY5.3MShares$287 Million0.32% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.66MShares$252 Million0.05% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.6B
- 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...