Legacy Wealth Managment, Llc/Id H&R Block Inc Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in H&R Block Inc stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 79 shares of HRB stock, worth $4,111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
79
Previous 158
50.0%
Holding current value
$4,111
Previous $10,000
60.0%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HRB
# of Institutions
612Shares Held
110MCall Options Held
614KPut Options Held
772K-
Black Rock Inc. New York, NY16.3MShares$848 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.3MShares$742 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.22MShares$272 Million0.05% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.7MShares$245 Million0.96% of portfolio
-
State Street Corp Boston, MA4.59MShares$239 Million0.01% of portfolio
About H&R BLOCK INC
- Ticker HRB
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Personal Services
- Shares Outstandng 158,644,992
- Market Cap $8.26B
- 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...