Elevate Wealth Advisory, Inc Berkshire Hathaway Inc Class B Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q1 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 5,084 shares of BRK-B stock, worth $2.46 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
5,084
Previous 4,066
25.04%
Holding current value
$2.46 Million
Previous $1.84 Billion
46.91%
% of portfolio
1.92%
Previous 1.38%
Shares
4 transactions
Others Institutions Holding BRK-B
# of Institutions
4,951Shares Held
874MCall Options Held
19.4MPut Options Held
12.1M-
Vanguard Group Inc Valley Forge, PA151MShares$73 Billion1.49% of portfolio
-
Black Rock Inc. New York, NY107MShares$52 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$35 Billion1.63% of portfolio
-
Geode Capital Management, LLC Boston, MA39.4MShares$19.1 Billion1.69% of portfolio
-
Morgan Stanley New York, NY27.8MShares$13.5 Billion1.09% 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 $631B