Momentum Wealth Planning, LLC Berkshire Hathaway Inc Class B Transaction History
Momentum Wealth Planning, LLC
- $117 Billion
- Q2 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 2,800 shares of BRK-B stock, worth $1.39 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
2,800Holding current value
$1.39 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding BRK-B
# of Institutions
5,051Shares Held
924MCall Options Held
17.4MPut Options Held
13.1M-
Vanguard Group Inc Valley Forge, PA153MShares$75.8 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY107MShares$53.1 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.5MShares$35.9 Billion1.36% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.9 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.9MShares$19.8 Billion1.4% 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 $644B