Elwood & Goetz Wealth Advisory Group, LLC Berkshire Hathaway Inc Class B Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $351 Million
- Q2 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 2,088 shares of BRK-B stock, worth $945,780. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,088
Previous 2,092
0.19%
Holding current value
$945,780
Previous $879,000
3.41%
% of portfolio
0.24%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,264Shares Held
843MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$65.3 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$48.6 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.4 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.2 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.3 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 $589B