Sage View Advisory Group, LLC H&R Block Inc Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,353 shares of HRB stock, worth $406,694. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,353
Previous 7,572
2.89%
Holding current value
$406,694
Previous $411 Million
13.8%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding HRB
# of Institutions
606Shares Held
104MCall Options Held
721KPut Options Held
952K-
Black Rock Inc. New York, NY16.3MShares$902 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$786 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 $8.77B
- 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...