Monument Group Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 731 shares of BRK-B stock, worth $337,700. This represents 0.2% of its overall portfolio holdings.
Number of Shares
731
Previous 731
-0.0%
Holding current value
$337,700
Previous $307 Million
3.26%
% of portfolio
0.2%
Previous 0.23%
Shares
1 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