Creative Planning Berkshire Hathaway Inc Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Creative Planning holds 199 shares of BRK-A stock, worth $140 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
199
Previous 201
1.0%
Holding current value
$140 Million
Previous $160 Million
9.63%
% of portfolio
0.12%
Previous 0.15%
Shares
27 transactions
Others Institutions Holding BRK-A
# of Institutions
1,503Shares Held
23MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC21.9MShares$15.4 Trillion0.0% of portfolio
-
Waterford Advisors, LLC Orchard Park, NY530KShares$373 Billion99.85% of portfolio
-
Vestor Capital, LLC Chicago, IL400KShares$282 Billion1.08% of portfolio
-
Brinker Capital Investments, LLC96.1KShares$67.7 Billion83.92% of portfolio
-
First Manhattan CO New York, NY14.3KShares$10.1 Billion31.56% of portfolio
About BERKSHIRE HATHAWAY INC
- Ticker BRK-A
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 599,924
- Market Cap $423B
- Description
- Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...