Optimist Retirement Group LLC H&R Block Inc Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 2024
A detailed history of Optimist Retirement Group LLC transactions in H&R Block Inc stock. As of the latest transaction made, Optimist Retirement Group LLC holds 42,846 shares of HRB stock, worth $2.25 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
42,846
Previous 43,082
0.55%
Holding current value
$2.25 Million
Previous $2.74 Billion
17.31%
% of portfolio
1.07%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding HRB
# of Institutions
612Shares Held
109MCall Options Held
620KPut Options Held
917K-
Black Rock Inc. New York, NY16.3MShares$857 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.3MShares$750 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.22MShares$275 Million0.05% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.7MShares$247 Million0.96% of portfolio
-
State Street Corp Boston, MA4.59MShares$242 Million0.01% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.34B
- 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...