Robertson Stephens Wealth Management, LLC H&R Block Inc Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,669 shares of HRB stock, worth $329,652. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,669
Previous 5,686
0.3%
Holding current value
$329,652
Previous $308,000
16.88%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HRB
# of Institutions
595Shares Held
102MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$948 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$827 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$287 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$261 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$243 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 $9.23B
- 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...