Heritage Wealth Management, Inc./Texas Berkshire Hathaway Inc Class B Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,408 shares of BRK-B stock, worth $646,863. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,408
Previous 948
48.52%
Holding current value
$646,863
Previous $399 Million
43.68%
% of portfolio
0.36%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding BRK-B
# of Institutions
4,253Shares Held
843MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$66.2 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$49.3 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.8 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.5 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.5 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 $598B