Venturi Wealth Management, LLC H&R Block Inc Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 679 shares of HRB stock, worth $36,957. This represents 0.0% of its overall portfolio holdings.
Number of Shares
679
Previous 745
8.86%
Holding current value
$36,957
Previous $47,000
25.53%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding HRB
# of Institutions
606Shares Held
104MCall Options Held
721KPut Options Held
952K-
Black Rock Inc. New York, NY16.3MShares$887 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.2MShares$774 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA4.94MShares$269 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 $8.64B
- 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...