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H&R Block
53.19
USD
-0.49
0.91%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
52.79
-0.40
0.75%
1 day
-0.91%
5 days
3.91%
1 month
25.66%
3 months
36.98%
6 months
74.28%
Year to date
24.83%
1 year
2.56%
5 years
108.02%
10 years
117.37%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 601 |
WBC
601
West Branch Capital
Amherst,
Massachusetts
| – | -$405 | -8 | Closed |
|
| 602 |
HWP
602
Highline Wealth Partners
Sherman Oaks,
California
| – | -$303 | -6 | Closed |
|
| 603 |
S
603
Sachetta
Lynnfield,
Massachusetts
| – | -$304 | -6 | Closed |
|
| 604 |
TIM
604
Tortoise Investment Management
White Plains,
New York
| – | -$303 | -6 | Closed |
|
| 605 |
STB
605
S&T Bank
Indiana,
Pennsylvania
| – | -$101 | -2 | Closed |
|
| 606 |
AW
606
Avion Wealth
The Woodlands,
Texas
| – | +$93 | +2 | +20% |
|
| 607 |
CAL
607
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$93 | +2 | New |
|