Heritage Oak Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 430 shares of BRK-B stock, worth $229,297. This represents 0.1% of its overall portfolio holdings.
Number of Shares
430Holding current value
$229,297% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding BRK-B
# of Institutions
4,894Shares Held
868MCall Options Held
20.8MPut Options Held
13.1M-
Vanguard Group Inc Valley Forge, PA148MShares$78.9 Billion1.2% of portfolio
-
Black Rock Inc. New York, NY107MShares$57.2 Billion1.0% of portfolio
-
State Street Corp Boston, MA71.7MShares$38.2 Billion1.32% of portfolio
-
Geode Capital Management, LLC Boston, MA38MShares$20.2 Billion1.37% of portfolio
-
Morgan Stanley New York, NY28.1MShares$15 Billion0.91% 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 $694B