Forza Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Forza Wealth Management, LLC holds 1,714 shares of BRK-B stock, worth $791,816. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,714
Previous 1,689
1.48%
Holding current value
$791,816
Previous $710 Million
1.83%
% of portfolio
0.36%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding BRK-B
# of Institutions
4,262Shares Held
843MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$66.6 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$49.5 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$32 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.6 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.5 Billion0.8% of portfolio
About BERKSHIRE HATHAWAY INC - Class B
- Ticker BRK-B
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 1,301,129,984
- Market Cap $601B