Venturi Wealth Management, LLC H&R Block Inc Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 745 shares of HRB stock, worth $40,170. This represents 0.0% of its overall portfolio holdings.
Number of Shares
745
Previous 665
12.03%
Holding current value
$40,170
Previous $36,000
30.56%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding HRB
# of Institutions
595Shares Held
102MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$879 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$767 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$266 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$242 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$225 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 $8.55B
- 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...