Waldron Private Wealth LLC H&R Block Inc Transaction History
Waldron Private Wealth LLC
- $2.47 Billion
- Q4 2024
A detailed history of Waldron Private Wealth LLC transactions in H&R Block Inc stock. As of the latest transaction made, Waldron Private Wealth LLC holds 13,902 shares of HRB stock, worth $754,461. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,902
Previous 6,966
99.57%
Holding current value
$754,461
Previous $442,000
66.06%
% of portfolio
0.03%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding HRB
# of Institutions
609Shares Held
104MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$885 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$772 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$268 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$244 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$227 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 $8.61B
- 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...