Heritage Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,512 shares of BRK-B stock, worth $1.61 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,512
Previous 3,769
6.82%
Holding current value
$1.61 Million
Previous $1.55 Billion
4.31%
% of portfolio
0.53%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding BRK-B
# of Institutions
4,381Shares Held
839MCall Options Held
21MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA146MShares$66.9 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY107MShares$49 Billion1.0% of portfolio
-
State Street Corp Boston, MA70.5MShares$32.2 Billion1.35% of portfolio
-
Geode Capital Management, LLC Boston, MA36.7MShares$16.8 Billion1.39% of portfolio
-
Morgan Stanley New York, NY26.6MShares$12.1 Billion0.9% 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