Sage View Advisory Group, LLC H&R Block Inc Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 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 7,443 shares of HRB stock, worth $416,584. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,443
Previous 7,353
1.22%
Holding current value
$416,584
Previous $467 Million
15.83%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding HRB
# of Institutions
612Shares Held
110MCall Options Held
614KPut Options Held
772K-
Black Rock Inc. New York, NY16.3MShares$912 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.3MShares$798 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.22MShares$292 Million0.05% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.7MShares$263 Million0.96% of portfolio
-
State Street Corp Boston, MA4.59MShares$257 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 $8.88B
- 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...