New Edge Wealth, LLC H&R Block Inc Transaction History
New Edge Wealth, LLC
- $4.55 Billion
- Q1 2024
A detailed history of New Edge Wealth, LLC transactions in H&R Block Inc stock. As of the latest transaction made, New Edge Wealth, LLC holds 944,344 shares of HRB stock, worth $51.7 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
944,344
Previous 1,133,994
16.72%
Holding current value
$51.7 Million
Previous $54.9 Million
15.45%
% of portfolio
1.02%
Previous 1.45%
Shares
12 transactions
Others Institutions Holding HRB
# of Institutions
527Shares Held
103MCall Options Held
1.2MPut Options Held
932K-
Black Rock Inc. New York, NY16.6MShares$910 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$780 Million0.01% of portfolio
-
State Street Corp Boston, MA5.5MShares$301 Million0.01% of portfolio
-
Lazard Asset Management LLC New York, NY5.3MShares$290 Million0.32% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.66MShares$255 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 $8.68B
- 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...