Measured Wealth Private Client Group, LLC H&R Block Inc Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 21,810 shares of HRB stock, worth $1.15 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,810
Previous 23,864
8.61%
Holding current value
$1.15 Million
Previous $1.29 Million
7.11%
% of portfolio
0.47%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding HRB
# of Institutions
607Shares Held
103MCall Options Held
721KPut Options Held
995K-
Black Rock Inc. New York, NY16.3MShares$862 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$752 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$261 Million0.06% of portfolio
-
State Street Corp Boston, MA4.49MShares$238 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA4.18MShares$221 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 $8.39B
- 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...