True Wealth Design, LLC H&R Block Inc Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in H&R Block Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 178 shares of HRB stock, worth $8,853. This represents 0.0% of its overall portfolio holdings.
Number of Shares
178
Previous 10
1680.0%
Holding current value
$8,853
Previous $549,000
1539.71%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding HRB
# of Institutions
630Shares Held
108MCall Options Held
266KPut Options Held
333K-
Black Rock Inc. New York, NY16.3MShares$811 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.8MShares$689 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.43MShares$220 Million0.9% of portfolio
-
State Street Corp Boston, MA4.22MShares$210 Million0.01% of portfolio
-
Boston Partners Boston, MA3.23MShares$161 Million0.21% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $7.89B
- 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...