Tria Gen Wealth Management LLC H&R Block Inc Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in H&R Block Inc stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 8,737 shares of HRB stock, worth $474,331. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,737
Previous 8,642
1.1%
Holding current value
$474,331
Previous $468,000
18.59%
% of portfolio
0.2%
Previous 0.2%
Shares
6 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...