Ever Source Wealth Advisors, LLC H&R Block Inc Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,396 shares of HRB stock, worth $61,800. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,396
Previous 914
52.74%
Holding current value
$61,800
Previous $50,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding HRB
# of Institutions
620Shares Held
105MCall Options Held
217KPut Options Held
240K-
Black Rock Inc. New York, NY16.3MShares$722 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA13.7MShares$605 Million0.01% of portfolio
-
State Street Corp Boston, MA4.16MShares$184 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.09MShares$181 Million0.72% of portfolio
-
Boston Partners Boston, MA3.89MShares$172 Million0.22% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $7.02B
- 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...