Epic Trust Investment Advisors, LLC Berkshire Hathaway Inc Class B Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 1,199 shares of BRK-B stock, worth $548,506. This represents 0.57% of its overall portfolio holdings.
Number of Shares
1,199
Previous 1,549
22.6%
Holding current value
$548,506
Previous $651,000
25.19%
% of portfolio
0.57%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding BRK-B
# of Institutions
4,261Shares Held
843MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$65.9 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$49.1 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.7 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.4 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.4 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 $595B