Ep Wealth Advisors, LLC H&R Block Inc Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,245 shares of HRB stock, worth $230,461. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,245
Previous 4,024
5.49%
Holding current value
$230,461
Previous $218,000
23.39%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HRB
# of Institutions
595Shares Held
102MCall 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...