New Edge Wealth, LLC H&R Block Inc Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 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 982,496 shares of HRB stock, worth $54.3 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
982,496
Previous 957,589
2.6%
Holding current value
$54.3 Million
Previous $51.9 Million
20.23%
% of portfolio
1.15%
Previous 1.15%
Shares
14 transactions
Others Institutions Holding HRB
# of Institutions
596Shares Held
102MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$900 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$785 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$273 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$248 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$231 Million1.06% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.76B
- 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...